Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Renee Cooper is a financial advisor in Maumee, Ohio. Theresa is currently registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since August 13, 2009. Theresa previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Theresa is a Registered Representative and Investment Advisor Representative. Theresa's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
05/04/2018 - Present
Raymond James Financial Services Advisors, Inc. (MAUMEE OH)
OH
08/14/2009 - 05/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
IA
Issued 11/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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