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Renee Ann Cooper

Schwab Wealth Advisory, Inc.

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About Renee Ann Cooper

Renee Ann Cooper is a financial advisor with Schwab Wealth Advisory, Inc., with over 17 years of experience in the financial services industry. Renee has extensive knowledge of the financial markets and has a proven track record of helping her clients achieve their financial goals. Renee is registered to provide investment advice in 34 states and the District of Columbia. She holds the Series 7, Series 63, Series 66, and SIE licenses. Renee has a Certified Financial Planner designation and is committed to providing her clients with personalized financial planning and wealth management services. Renee is also a former U.S. Air Force veteran.

Firm Information

Renee Cooper is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Renee Cooper’s Registration & Firm History

FL

01/03/2020 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

TX

11/30/2015 - 03/01/2016

AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)

FL

06/01/2009 - 06/05/2015

MORGAN STANLEY (ORLANDO FL)

GA

12/06/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

GA

07/14/2005 - 08/31/2006

E*TRADE SECURITIES LLC (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 05/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Renee Ann Cooper.
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