Unclaimed
Alfred Cooke is a financial advisor with Cetera Investment Advisers LLC. Alfred is a registered representative and investment advisor representative. Alfred has been in the industry since 2011. Alfred has a Series 6, Series 7, Series 63, and Series 65. Alfred has experience working with high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LANDISVILLE PA)
PA
05/22/2019 - 09/09/2020
SECURIAN FINANCIAL SERVICES, INC. (Lancaster PA)
PA
08/04/2017 - 09/28/2018
HORNOR, TOWNSEND & KENT, INC. (LANCASTER PA)
PA
10/28/2013 - 08/07/2017
NYLIFE SECURITIES LLC (LANDISVILLE PA)
PA
10/25/2011 - 09/09/2013
METLIFE SECURITIES INC. (CAMP HILL PA)
IA
Issued 12/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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