Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Cook is a financial advisor with Raymond James Financial Services Advisors, Inc. Clifford has been in the financial services industry since 1985. Clifford has a wide range of experience in the financial services industry, with experience at several firms including UBS Financial Services Inc., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Clifford is registered with the state of Florida. Clifford's primary office is located at 100 2nd Avenue S, Suite 300, St. Petersburg, FL 33701.
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
07/17/2015 - Present
Raymond James Financial Services Advisors, Inc. (St. Petersburg FL)
FL
02/18/2005 - 07/14/2015
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
09/12/1997 - 03/07/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/25/1989 - 09/22/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/08/1986 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
01/25/1985 - 10/31/1986
CERTIFIED CAPITAL CORPORATION
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1991
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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