Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wray? Claim Your ProfileWray Cooper is an Investment Advisor Representative at Avantax Planning Partners, Inc. located in Louisville, KY. Wray has been in the financial services industry since 2001. Wray is registered in Kentucky and has passed the Series 7, Series 24, Series 66 and SIE exams. Wray has a diverse background, including experience with CSSC Brokerage Services, Inc. and Mutual Service Corporation. Wray is also a Director Emeritus with Blue & Co., a regional CPA firm, and a Member-Owner and Advisor with Green Street Capital, LLC.
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.
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.
1
2
KY
11/23/2016 - Present
Avantax Planning Partners, Inc. (Louisville KY)
KY
03/21/2007 - 12/23/2016
CSSC BROKERAGE SERVICES, INC. (LOUISVILLE KY)
KY
08/31/2001 - 03/21/2007
MUTUAL SERVICE CORPORATION (LOUISVILLE KY)
GA
03/13/2001 - 08/31/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 05/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Wray Cooper is the right advisor for you? Invested Better is here to help.
