Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cooper is a registered investment advisor representative with Osaic Wealth, Inc. based in Jacksonville, North Carolina. Thomas has been in the industry since 1990 and has held positions at various firms, including Woodbury Financial Services, Inc. and Cooper Investment Company. Thomas is licensed to conduct business in numerous states and holds a Series 63, 66, 51, 24, 7, and SIE licenses. The advisor also works with a diverse client base and specializes in a number of areas. Thomas is committed to providing clients with personalized financial advice and solutions to help them achieve their financial 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.
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
NC
01/19/2024 - Present
Osaic Wealth, Inc. (JACKSONVILLE NC)
NC
03/30/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (JACKSONVILLE NC)
NC
10/19/1990 - 04/29/2009
COOPER INVESTMENT COMPANY (JACKSONVILLE NC)
BOTH
Issued 05/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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