Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christabelle? Claim Your ProfileChristabelle Cook is a financial professional with over 14 years of experience in the financial industry. Christabelle is currently registered with Principal Securities, Inc. and holds several licenses and certifications, including Series 7, Series 31, Series 66, and Series 26. Prior to joining Principal Securities, Inc., Christabelle has held positions with Hartford Funds Distributors, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Christabelle specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
VA
08/16/2024 - Present
Principal Securities, Inc. (ALEXANDRIA VA)
PA
04/16/2019 - 04/20/2021
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
MD
07/25/2012 - 04/11/2019
PRINCIPAL SECURITIES, INC. (BETHESDA MD)
OH
05/24/2010 - 09/02/2010
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
09/25/2007 - 02/19/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
BOTH
Issued 10/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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