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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Earl Cook is a financial advisor with Commonwealth Financial Network, licensed in Colorado and 12 other states. Daniel Earl Cook is also registered as an investment advisor representative in Colorado and has been working in the financial services industry since January 1992. Daniel Earl Cook has earned the Certified Financial Planner designation. Daniel Earl Cook's firm Commonwealth Financial Network is a registered investment advisor based in Waltham, Massachusetts. Commonwealth Financial Network provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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.
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.
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2
CO
03/18/2005 - Present
Commonwealth Financial Network (Greenwood Village CO)
TX
01/22/1992 - 03/17/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 04/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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