Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Cook is an Investment Advisor Representative with AE Wealth Management, LLC. Elizabeth has been in the financial industry for over 10 years and holds a Series 65 license. Elizabeth is registered to provide investment advice in Kentucky and Texas. In addition to providing investment advice, Elizabeth also provides insurance and tax services as the Vice President of Southern Kentucky Financial Services LLC. Elizabeth is committed to providing her clients with personalized financial planning and investment management services.
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.
A percentage of the total value of assets under management is charged.
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KY
06/24/2024 - Present
AE Wealth Management, LLC (Bowling Green KY)
IA
Issued 07/06/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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