Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Glen Cooper is a financial advisor associated with Morgan Stanley. William has been in the financial industry since November 13, 2020. William is registered with FINRA and is Series 7, Series 66 and SIE licensed. William is currently registered in 27 states, including Texas, Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, South Carolina, Tennessee, Vermont, Virginia, Washington and Wisconsin. William was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William has worked for various companies throughout their career including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wilmington High School, University of Arkansas, Midwest Sandblasting, Plant Services Inc., Bank of America, N.A. and Morgan Stanley. Morgan Stanley is a firm with approximately 335,385 clients and approximately $1.4 trillion in assets under management.
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
10/18/2023 - Present
Morgan Stanley (Southlake TX)
TX
11/03/2020 - 10/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
BOTH
Issued 12/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Cooper is the right advisor for you? Invested Better is here to help.
