Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce David Cook is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Bruce David Cook has been working in the financial industry since March 18, 2001. Bruce David Cook is a Certified Financial Planner. Bruce David Cook has been registered with Raymond James Financial Services Advisors, Inc. since March 31, 2009. Bruce David Cook has worked at Raymond James & Associates, Inc. and Cook and Phillips Financial Gr. Bruce David Cook is registered in 37 states and holds Series 66, 51, 24, SIE, 31, and 7 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/31/2009 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
FL
03/19/2001 - 05/15/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 03/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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