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 3 years of experience in the finance industry.
Commonwealth Financial Network
Signator Investors, Inc.
Clear View Wealth Advisors, LLC
|Newday Solutions, LLC||Hampton, NH||Jan 2016 - Current||1|
|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|
|Samoset Resort||Rockport, ME||Jul 2007 - Aug 2007||< 1|
|Lincoln Academy High School||Newcastle, ME||Jul 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management107MILLIONS
Total Number of Accounts707ACCOUNTS
Average Account Value$151,048
- 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
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