Unclaimed
Scott Everett Cooper is a financial advisor at Commonwealth Financial Network, based in Annandale, NJ. Scott has been in the financial services industry since 1990, and is currently registered with Commonwealth Financial Network. Previously, Scott worked at Securities America, Inc., Royal Alliance Associates, Inc., Keogler, Morgan & Company, Inc., and United Planners' Financial Services of America A Limited Partner. Scott holds the Series 63, SIE, and Series 7 licenses, and is also a Certified Financial Planner. Scott offers financial planning services to individuals, corporations, and other businesses, as well as charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/01/2024 - Present
Commonwealth Financial Network (ANNANDALE NJ)
NJ
12/04/1998 - 08/22/2011
SECURITIES AMERICA, INC. (ANNANDALE NJ)
AZ
01/31/1997 - 12/08/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
09/14/1993 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
AZ
08/23/1990 - 09/21/1993
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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