Unclaimed
Brigitte Cook is a financial advisor with over 13 years of experience in the industry. Brigitte is a Registered Principal, holding Series 24, 53, and 14 licenses as well as Series 7, 55, 57TO and 99TO, and is registered with &partners in Tennessee and Alabama. Brigitte specializes in a variety of investment strategies and works with both individual and institutional clients. Her firm &partners, is an independent investment advisory firm with over 1 billion dollars in assets under management. The firm offers a comprehensive suite of financial planning services, including portfolio management, investment advisory, retirement planning, and estate planning.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
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2
TN
06/02/2009 - Present
&partners (NASHVILLE TN)
BC
Issued 08/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/28/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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