Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashby? Claim Your ProfileAshby Morris Cook is a financial advisor in Greensboro, NC, with over 40 years of experience in the industry. Ashby is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in 15 states. Ashby has previously worked at Lincoln Financial Securities Corporation and Securities America, Inc. Ashby has obtained the Series 7, Series 1, Series 63, and SIE licenses.
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.
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2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (GREENSBORO NC)
NC
12/16/2015 - 06/14/2024
SECURITIES AMERICA, INC. (GREENSBORO NC)
NC
10/01/1997 - 12/18/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
NE
11/30/2015 - 11/30/2015
SECURITIES AMERICA, INC. (LAVISTA NE)
IN
03/01/1982 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
08/05/1987 - 12/01/1988
PRUCO SECURITIES CORPORATION
NA
11/07/1979 - 01/19/1982
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
02/20/1973 - 10/17/1979
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
02/20/1973 - 10/17/1979
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 04/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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