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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Cooke is a financial advisor currently registered with Optimist Capital. Alexander has over 15 years of experience in the industry. Alexander has worked with clients in a variety of sectors including charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Alexander is also registered to provide investment advisory services in California and Florida. Alexander has a Series 63, Series 65, and Series 7 licenses. Alexander also holds a Series 24 license. Prior to joining Optimist Capital, Alexander was employed by Fairfield Research Securities Corporation and Main Street Management Company.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
06/13/2018 - Present
Optimist Capital (PALM BEACH GARDENS FL)
CT
05/12/2005 - 02/19/2016
FAIRFIELD RESEARCH SECURITIES CORPORATION (NEW CANAAN CT)
MA
10/23/2002 - 08/03/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NY
05/14/2002 - 12/03/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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