Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Cook is a registered investment advisor representative with Everspire. Adam has been in the financial services industry since June 8, 2017. Adam holds Series 63, 65, 7TO and SIE licenses. Adam is registered with the state of Texas and Utah. In addition to his financial advisor role, Adam also operates a business that provides health insurance plans. Adam's services include financial planning, education seminars, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Wrap fee
1
2
UT
07/06/2021 - Present
Everspire (MIDVALE UT)
BC
Issued 12/31/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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