Unclaimed
Gary Cook is a financial advisor with Raymond James Financial Services Advisors, Inc. Gary is a registered representative, investment advisor representative, and principal of the firm. Gary has over 30 years of experience in the financial services industry. Gary is registered with the Financial Industry Regulatory Authority (FINRA) and has Series 7, 31, and 63 licenses as well as the Series 65 license. Gary focuses on providing a variety of services to both individuals and institutions, including financial planning, portfolio management, and retirement planning. Gary is committed to helping his 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
07/31/2020 - Present
Raymond James Financial Services Advisors, Inc. (Rochester MI)
MI
04/28/2017 - 07/31/2020
RAYMOND JAMES & ASSOCIATES, INC. (Clinton Township MI)
MI
02/14/1995 - 05/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON TOWNSHIP MI)
FL
09/13/1993 - 12/01/1993
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
CO
08/20/1993 - 08/24/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 03/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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