Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lynn Cook is a registered representative with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. Christopher has been in the securities industry since January 24, 2005, and has worked for various firms including Omni Brokerage, Inc., Fidelity Brokerage Services LLC, PFS Investments Inc., Charles Schwab & Co., Inc. and WMA Securities, Inc. Christopher has a strong background in financial planning, portfolio management and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
UT
11/18/2009 - 04/28/2011
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
UT
05/10/2005 - 10/10/2006
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
GA
07/01/2003 - 04/19/2005
PFS INVESTMENTS INC. (DULUTH GA)
TX
12/01/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
11/20/1998 - 12/13/1999
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 11/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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