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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edmund Cooper is an Investment Advisor Representative with Equitable Advisors, LLC. William has been in the financial services industry for over 20 years and has a strong background in accounting. William is also a Certified Public Accountant and has worked as a shareholder for Walter & Shufrain, PC for many years. William is registered with the Securities and Exchange Commission (SEC) and holds Series 7, Series 65 and Series 66 licenses. William is licensed in California, Maine, New Jersey, and New York. William specializes in providing financial planning, portfolio management, and other advisory services.
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
MA
05/18/2021 - Present
Equitable Advisors, LLC (BOSTON MA)
MA
07/24/2006 - 03/08/2011
EQUITY SERVICES, INC. (BURLINGTON MA)
VT
09/30/2003 - 06/29/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
OH
05/29/2003 - 09/22/2003
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MD
12/18/2000 - 06/02/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 09/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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