Unclaimed
Anthony Cook is a financial advisor with over 20 years of experience in the financial services industry. Anthony is currently registered with AllianceBernstein LP. Anthony has experience in the areas of asset allocation, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Anthony has earned the Chartered Financial Analyst designation.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/09/2014 - Present
Alliancebernstein LP (NEW YORK NY)
ME
01/02/2013 - 12/12/2013
IMST DISTRIBUTORS, LLC (PORTLAND ME)
WI
01/07/2011 - 12/31/2012
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
NY
04/22/2002 - 12/31/2010
W. P. STEWART SECURITIES LLC (NEW YORK NY)
NY
10/01/2000 - 04/08/2002
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
BC
Issued 05/06/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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