Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Early Cook is a financial advisor with Diastole Wealth Management and has been in the industry for over 20 years. Elizabeth is a registered Investment Advisor Representative (IAR) in Connecticut, New Jersey, and New York. Her previous experience includes positions at ETC Brokerage Services, LLC, Hartford Equity Sales Company Inc., Lockwood Financial Services, Inc., Dean Witter Reynolds Inc., Shearson Lehman/American Express Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elizabeth holds Series 3, 5, 7, 24, 53, 63, and 65 licenses. She is a member of Boston Street Real Estate Partners and Eden Partners. Elizabeth specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and advisory consulting 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
A percentage of the total value of assets under management is charged.
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2
CT
03/29/2021 - Present
Diastole Wealth Management (GUILFORD CT)
CT
03/19/2008 - 12/31/2013
ETC BROKERAGE SERVICES, LLC (GUILFORD CT)
CT
03/15/2002 - 01/20/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
09/25/1996 - 07/05/2000
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
07/24/1986 - 10/12/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/23/1983 - 08/06/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
12/28/1981 - 03/09/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 06/09/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/19/1992
Series 3 - National Commodity Futures Examination
BC
Issued 01/26/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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