Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brigid? Claim Your ProfileBrigid Anne Jones-mook is a financial advisor with Creative Planning. Brigid Anne Jones-mook has been in the financial services industry since 1999 and has a strong background in investment planning. Brigid Anne Jones-mook is licensed to provide financial advice in Missouri and Texas. Brigid Anne Jones-mook works out of the Creative Planning office in Overland Park, Kansas.
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
KS
02/05/2019 - Present
Creative Planning (OVERLAND PARK KS)
MO
04/12/2007 - 07/25/2007
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
10/12/2004 - 03/26/2007
MONEY CONCEPTS CAPITAL CORP (O'FALLON MO)
NJ
11/01/1999 - 02/11/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/31/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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