Unclaimed
Reuben Coopwood is a registered representative and investment advisor representative with First Horizon Advisors, Inc., a broker-dealer and investment advisor based in Memphis, TN. Reuben has been in the industry since 2014 and has a broad range of experience in financial planning and portfolio management. Reuben holds the Series 7, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) Exam. Reuben is a member of Highland & Vine Capital, LLC. This business is created to allow family members to have a shared interest in an account. Reuben is also affiliated with First Horizon Insurance Services, Inc. and FHIS, Inc., which allows Reuben to refer banking customers to the firm and its affiliated entities for investment-related sales of investment products, insurance, annuities and advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
03/07/2022 - Present
First Horizon Advisors, Inc. (Nashville TN)
NY
08/12/2014 - 03/07/2017
J.P. MORGAN SECURITIES LLC (New York NY)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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