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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah L. Cook is a financial advisor with LPL Enterprise, LLC. Deborah has been in the financial industry since 2001 and is registered with FINRA and the state of North Carolina. She is a Chartered Financial Consultant. Deborah's previous experience includes working with ALLSTATE FINANCIAL SERVICES, LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Deborah provides financial planning, education, and advisory services to individuals, businesses, and pension plans. She also provides consulting and other non-discretionary advisory services. Deborah is passionate about helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
NC
11/14/2024 - Present
LPL Enterprise, LLC (NEW BERN NC)
NC
11/17/2005 - 04/21/2020
ALLSTATE FINANCIAL SERVICES, LLC (NEW BERN NC)
NC
12/03/2002 - 11/15/2005
METLIFE SECURITIES INC. (NEW BERN NC)
NC
12/03/2002 - 11/15/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW BERN NC)
MO
08/27/2001 - 11/01/2002
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
NA
08/22/1984 - 05/02/1985
FIRST INVESTORS CORPORATION
IA
Issued 04/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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