Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vincent Cook is a financial advisor who has been working in the financial services industry since 1987. Daniel is currently registered with Valic Financial Advisors, Inc. and holds registrations in several states including California, Hawaii, Idaho, Iowa, Nevada, Ohio, Oregon, and Washington. Daniel has earned several industry designations, including the Certified Financial Planner designation. Daniel's primary specialization is in helping individuals with financial planning and portfolio management. Daniel is also registered with the Financial Industry Regulatory Authority (FINRA) and has earned the Series 63, 66, 7, and 24 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
CA
04/18/2017 - Present
Valic Financial Advisors, Inc. (SCOTTS VALLEY CA)
TX
01/30/2001 - 09/12/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
01/01/1999 - 04/05/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
06/30/1988 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NA
01/04/1988 - 06/21/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
02/19/1986 - 01/07/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 12/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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