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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Robert Cook is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. Gary has been in the industry since 1993 and has a wide range of experience. Gary has passed the Series 7, 63, 31 and SIE exams, in addition to the Uniform Investment Adviser Law Examination. Gary is registered in 27 states for both securities and investment advisory services, and holds a current active license in Florida and Michigan. Prior to working with Raymond James Financial Services Advisors, Inc., Gary worked for RAYMOND JAMES & ASSOCIATES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gary is also the owner of Sapientia Private Wealth Management, LLC, which is a DBA for Raymond James Financial Services Advisors, Inc..
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 3/3/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 8/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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