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CC

Charles R. Cooper

LASALLE ST SECURITIES, L.L.C.
Columbus, OH 43215
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CRD#: 1029466
CC

Professional summary


Charles R. Cooper, who also goes by Charles R Cooper, is a registered financial professional currently at LASALLE ST SECURITIES, L.L.C. located in Columbus, Ohio.

Charles is registered as a RR (Registered Representative) and started their career in finance in 1982. Charles has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 5, PC and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles R Cooper

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Charles R. Cooper's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 26, 2023 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 172 East State Street Suite 303, Columbus, OH 43215
BD
CRD#: 7191
Columbus, OH
Past

November 29, 2018 - August 8, 2023

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
Columbus, OH
Past

March 5, 2002 - December 31, 2018

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
COLUMBUS, OH
Past

October 26, 2001 - March 6, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 13, 1998 - October 23, 2001

FINANCIAL ASSET MANAGEMENT, INC.

BD
CRD#: 18514
COLUMBUS, OH
Past

June 18, 1984 - September 23, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 5, 1982 - July 27, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(7/26/2023)
RR
Florida
(7/26/2023)
RR
Maryland
(7/26/2023)
RR
Ohio
(7/26/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/4/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 9/1/1977
AMEX Put and Call Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LASALLE ST SECURITIES, L.L.C.
LA SALLE ST. SECURITIES, INC. | LASALLE ST SECURITIES, L.L.C.

CRD#: 7191 / SEC#: , 8-18860

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Mailing Address
940 N. Industrial Dr., Elmhurst, IL 60126-1131
Phone number
(630) 600-0500
Established
Delaware since 04/23/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LASALLE ST. HOLDINGS LLC F/K/A MCDERMOTT HOLDINGS I, L.P.100% OWNER
BEAVER, REGAN ALANCHIEF COMPLIANCE OFFICER4621953
DROZD, MICHAEL MITCHELLCHIEF INVESTMENT OFFICER6015178
SCHLESSER, DANIEL JOHNC.F.O./TRES./C.O.O1788458

Disclosures


Regulatory Event15
Arbitration4
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LASALLE ST SECURITIES, L.L.C.

CRD#: 7191Columbus, OH 43215

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