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Denise Crook

Western International Securities, Inc.

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About Denise Crook

Denise Crook is a registered representative with Western International Securities, Inc. and Cuso Financial Services, LP. Denise Crook is also a registered investment advisor with Cadaret, Grant & CO., Inc. and Next Financial Group, Inc. Denise Crook has been in the industry since February 17, 2007. Denise Crook holds a Series 7, Series 63, Series 24, and SIE license. Denise Crook is registered in Texas.

Firm Information

Denise Crook is currently registered with Western International Securities, Inc.. Western International Securities, Inc. is a corporation formed in 1995 and headquartered in Pasadena, California. The firm provides a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. They are registered with the SEC and have a presence in 53 states. With over 323 registered representatives and 245 investment advisor representatives, Western International Securities manages approximately $3.69 billion in assets.
Western International Securities, Inc.

70 S. LAKE AVE.

PASADENA, CA 91101

$3.69B

Assets Under Management

1,232

Total Clients

246

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Denise Crook’s Registration & Firm History

CA

06/06/2023 - Present

Western International Securities, Inc. (PASADENA CA)

FL

11/01/2021 - 07/21/2022

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

KS

12/02/2011 - 08/23/2021

WADDELL & REED (OVERLAND PARK KS)

NE

12/07/2010 - 03/29/2011

TD AMERITRADE, INC. (OMAHA NE)

TX

03/17/2006 - 11/24/2010

H.D. VEST INVESTMENT SERVICES (IRVING TX)

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Licenses & Designations

BC

Issued 03/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denise Crook.
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