Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Cookson is an investment advisor representative with Truist Advisory Services, Inc. Chris has been in the industry since 1997 and has experience with a variety of firms, including BB&T Securities, LLC and UBS Financial Services Inc. Chris is registered in a number of states, including Texas, Florida, California, and New York. Chris specializes in investment advisory services for individuals, businesses, and retirement plans. Chris also offers financial planning services and publication of periodicals.
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.
Wrap fee product and financial profiling services using desktop software
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
TX
02/17/2021 - Present
Truist Advisory Services, Inc. (HOUSTON TX)
VA
11/30/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
10/22/2010 - 12/11/2017
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
06/01/2009 - 11/05/2010
MORGAN STANLEY SMITH BARNEY (HOUSTON TX)
FL
02/20/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORLANDO FL)
NY
02/04/1998 - 02/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/21/2001 - 02/28/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
08/12/1997 - 03/03/1998
RAS SECURITIES CORP. (NEW YORK NY)
IA
Issued 02/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 3 - National Commodity Futures Examination
BC
Issued 02/26/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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