Kelly Cooper (CRD# 4637347) is an Investment Advisor Representative working at Santander Securities in Fairhaven, MA and has over 19 years of experience in the finance industry.
CRD# 6905985
Edward Jones
CRD# 2379174
Lpl Financial LLC
CRD# 2677359
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santander Securities, LLC | Dorchester, MA | Nov 2022 - Current | 1 |
| Santander Bank, Na | Boston, MA | May 2014 - Current | 9 |
| Santander Securities, LLC | Dorchester, MA | Jun 2014 - Nov 2022 | 8 |
| Lpl Financial, LLC | South Dartmouth, MA | Oct 2011 - May 2014 | 2 |
| Webster Bank | New Bedford, MA | Feb 2009 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- MA
-
Total Assets Under Management2,130MILLIONS
-
Total Number of Accounts9,813ACCOUNTS
-
Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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