Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Rodger Cooper is a registered investment advisor representative (IAR) and a securities broker. He has been in the financial services industry since December 2003. Stephen is currently employed by Cetera Investment Advisers LLC where he has been since October 2005. Previously, Stephen was a registered representative with C. J. M. PLANNING CORP. and a registered representative with PURSHE KAPLAN STERLING INVESTMENTS. Stephen is registered to provide financial advice in Arizona, California, Delaware, Florida, New Jersey, New York, South Carolina, Texas, Utah, and is a registered investment advisor in New Jersey and Texas. Stephen is also a CPA and owns Padden Cooper LLC, an accounting and tax services firm.
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.
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NJ
10/13/2022 - Present
Cetera Investment Advisers LLC (MEDFORD NJ)
NJ
01/10/2005 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NY
12/03/2003 - 01/06/2005
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
BOTH
Issued 01/20/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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