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Matthew Ian Kooperman

Equitable Advisors, LLC

Chicago, IL

Deerfield, IL

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-06-06
  • IL RA
    APPROVED
    Since 2023-06-06

Branch Locations

Chicago, IL • United States

520 Lake Cook Road Suite 270, Deerfield, IL 60015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 03/2013 07/2019
The Prudential Insurance Company Of America Rosemont IL 07/2019 08/2019
Pruco Securities, Llc Rosemont IL 07/2019 08/2019
Ameriprise Financial Services, Inc. Lincolnwood IL 10/2019 06/2023
Equitable Advisors, Llc New York NY 06/2023 Present
  • 03/2013 → 07/2019
    Edward Jones
    St. Louis, MO
  • 07/2019 → 08/2019
    The Prudential Insurance Company Of America
    Rosemont, IL
  • 07/2019 → 08/2019
    Pruco Securities, Llc
    Rosemont, IL
  • 10/2019 → 06/2023
    Ameriprise Financial Services, Inc.
    Lincolnwood, IL
  • 06/2023 → Present
    Equitable Advisors, Llc
    New York, NY
Previous Registrations
Other Businesses

Trustee - successor trustee and agent of record for his parents.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-23
  • S66 Uniform Combined State Law Examination
    2011-11-23
Other Names
  • Matthew Kooperman

View on SEC IAPD

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