Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Savannah? Claim Your ProfileSavannah Rose Cooper is a financial advisor with Morris Financial Concepts, Inc. located in Mount Pleasant, South Carolina. Savannah has been in the industry since January 2016 and has a Series 7, SIE and Series 66 licenses. Savannah provides portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
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.
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2
SC
01/09/2019 - Present
Morris Financial Concepts, Inc. (MOUNT PLEASANT SC)
WA
01/19/2016 - 04/24/2017
D.A. DAVIDSON & CO. (SEATTLE WA)
BOTH
Issued 03/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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