Unclaimed
Stanley Cooper is a financial advisor with over 40 years of experience in the industry. Stanley Cooper is currently registered with Cetera Investment Advisers LLC. Stanley Cooper has been with Cetera Investment Advisers LLC since October 2015. Previously, Stanley Cooper was registered with Summit Brokerage Services, Inc. from September 2015 to September 2019 and J.P. Turner & Company, L.L.C. from December 2005 to December 2015. Stanley Cooper has also held positions at Janney Montgomery Scott LLC, Gruntal & Co. Incorporated, W. H. Newbold's Sons & Co., Inc. and Philadelphia Life Asset Planning Company. Stanley Cooper holds a Series 6, Series 7, Series 24 and Series 63 licenses. Stanley Cooper is a Certified Financial Planner.
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
NJ
10/07/2015 - Present
Cetera Investment Advisers LLC (Marlton NJ)
NJ
09/01/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Marlton NJ)
NJ
12/02/2005 - 12/04/2015
J.P. TURNER & COMPANY, L.L.C. (MARLTON NJ)
PA
01/27/1995 - 12/16/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
08/01/1986 - 02/01/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
10/19/1983 - 08/07/1986
W. H. NEWBOLD'S SONS & CO., INC.
NA
05/20/1981 - 11/08/1983
PHILADELPHIA LIFE ASSET PLANNING COMPANY
BOTH
Issued 09/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stanley Cooper is the right advisor for you? Invested Better is here to help.