Stephen CoopersmithCRD Number: 6164631
Current Firm: Newday Solutions, LLC
Stephen Coopersmith (CRD# 6164631) is an Investment Advisor Representative working at Newday Solutions, LLC in Hampton, NH and has over 4 years of experience in the finance industry. Stephen Coopersmith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Commonwealth Financial Network
Signator Investors, Inc.
Clear View Wealth Advisors, LLC
|Newday Solutions, LLC||Hampton, NH||Jan 2016 - Current||2|
|Ameriprise Financial Services||Hampton, NH||Feb 2013 - Jan 2016||2|
|Norton Insurance And Financial Services||Cumberland Foreside, ME||Jun 2011 - Jan 2013||1|
|Saint Joseph's College||Standish, ME||Sep 2010 - May 2011||< 1|
|Wawenock Golf Course||Walpole, ME||Jun 2010 - Aug 2010||< 1|
|Cross Professional Associates||South Portland, ME||Jan 2010 - Apr 2010||< 1|
|Saint Joseph's College||Standish, ME||Sep 2009 - Dec 2009||< 1|
|Wawenock Golf Course||Walpole, ME||Jun 2009 - Aug 2009||< 1|
|Saint Joseph's College||Standish, ME||Sep 2008 - May 2009||< 1|
|Wawenock Golf Course||Wapole, ME||Jun 2008 - Aug 2008||< 1|
|Saint Joseph's College||Standish, ME||Sep 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management124MILLIONS
Total Number of Accounts779ACCOUNTS
Average Account Value$158,793
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, MA, ME, NH
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