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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Douglas Cooper is an Investment Advisor Representative at Fidelity Personal AND Workplace Advisors. Steven is a Series 6, 7TO, 63, and 66 licensed advisor. Steven joined Fidelity Personal AND Workplace Advisors in July 2023. Previously Steven was with Empower Financial Services, Inc. in Greenwood Village, CO from 2022 to 2023 and T. Rowe Price Investment Services, Inc. in Colorado Springs, CO from 2018 to 2022. Steven holds a Series 6, 7TO, 63, and 66 license and has experience in several areas including financial planning, investment advisory services for individuals and businesses and pension consulting. Steven has been active in the industry since March 4, 2018 and is licensed to offer advisory services in several states including Colorado, Texas, Arizona, Arkansas, California, Florida, Illinois, Kansas, Nebraska, New Mexico, Oklahoma, Oregon, Pennsylvania, Utah, and Wyoming.
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.
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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2
CO
08/26/2023 - Present
Fidelity Personal AND Workplace Advisors (COLORADO SPRINGS CO)
CO
02/09/2022 - 07/09/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
01/19/2018 - 01/25/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 03/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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