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William Paul Cooper

American Portfolios Financial Services, Inc.

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About William Paul Cooper

William Paul Cooper is a registered representative with American Portfolios Financial Services, Inc. William has over 40 years of experience in the financial services industry and is registered to provide securities and investment advice in eleven states. William is also a Series 7, Series 24 and Series 63 licensed professional. Prior to joining American Portfolios Financial Services, Inc., William worked for CADARET, GRANT & CO., INC., ROYAL ALLIANCE ASSOCIATES, INC., MONY SECURITIES CORP., LIBERTY SECURITIES CORPORATION, DEAN WITTER REYNOLDS INC., MICHAEL C. TALLEY & CO., INC., and FIRST JERSEY SECURITIES, INC.

Firm Information

William Cooper is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Cooper’s Registration & Firm History

NY

07/31/2020 - Present

American Portfolios Financial Services, Inc. (East Rochester NY)

NY

01/14/1999 - 08/01/2020

CADARET, GRANT & CO., INC. (EAST ROCHESTER NY)

AZ

03/11/1996 - 01/15/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NY

08/19/1994 - 03/14/1996

MONY SECURITIES CORP. (NEW YORK NY)

NY

05/27/1988 - 08/30/1994

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NA

03/04/1987 - 06/10/1988

DEAN WITTER REYNOLDS INC.

NA

04/02/1984 - 03/02/1987

MICHAEL C. TALLEY & CO., INC.

NA

11/29/1982 - 04/23/1984

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

BC

Issued 10/02/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Paul Cooper.
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