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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Cooper is a financial advisor with Morgan Stanley, specializing in providing investment advice to a wide range of clients, including individuals, families, corporations, and institutions. Tamara has been in the financial services industry since 2003, and has extensive experience in developing personalized financial plans, managing investment portfolios, and assisting clients in meeting their financial goals. Her commitment to providing exceptional client service has earned her a strong reputation in the industry. With a focus on building long-term relationships with her clients, Tamara strives to understand their unique needs and aspirations to create a customized financial strategy that aligns with their goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
07/15/2015 - Present
Morgan Stanley (Dallas TX)
TX
05/31/2012 - 01/03/2013
WELLS FARGO ADVISORS, LLC (SOUTHLAKE TX)
TX
12/09/2005 - 06/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
NJ
03/21/2003 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/26/2002 - 02/27/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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