Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cooper is a financial advisor with over 30 years of experience in the industry. William currently works for Accurate Wealth Management, LLC, a firm that manages over $780 million in assets. The firm offers a variety of services, including financial planning, portfolio management for individuals, and selection of other advisers. William is registered with the state of Florida as both a broker-dealer and an investment advisor. William has passed several industry exams, including the Series 7, Series 6, Series 63, and Series 65.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/29/2023 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
NH
10/07/2021 - 07/13/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
PA
07/06/2020 - 09/09/2021
LINCOLN INVESTMENT (FORT WASHINGTON PA)
FL
06/19/2018 - 07/09/2020
PRINCIPAL SECURITIES, INC. (Tampa FL)
FL
06/15/2017 - 06/19/2018
MORGAN STANLEY (PALM HARBOR FL)
FL
01/09/2017 - 05/15/2017
TAYLOR CAPITAL MANAGEMENT INC. (Lakeland FL)
FL
04/18/2016 - 01/03/2017
COASTAL EQUITIES, INC. (Lakeland FL)
FL
03/12/2015 - 04/20/2016
VOYA FINANCIAL ADVISORS, INC. (LUTZ FL)
FL
09/02/2014 - 03/02/2015
LPL FINANCIAL LLC (WINTER PARK FL)
FL
05/01/1998 - 09/12/2014
METLIFE SECURITIES INC. (TAMPA FL)
NY
05/01/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
02/14/1990 - 01/05/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
MO
11/15/1989 - 11/05/1992
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
01/08/1987 - 09/06/1988
PAMCO SECURITIES AND INSURANCE SERVICES
BC
Issued 09/28/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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