Unclaimed
Grayson Cook is a financial advisor with Raymond James Financial Services Advisors, Inc. Grayson has been in the financial industry since September 15, 2022 and holds both Series 66 and Series 7TO licenses. Grayson is registered with FINRA and the state of Florida. In addition to working with Raymond James Financial Services Advisors, Inc., Grayson is also an employee of Centravest Financial, Incorporated and has previous experience in the financial services industry at firms like PRMG and Insync Healthcare Solutions. Grayson is a highly experienced financial advisor that is able to provide financial services to a wide range of clients, including individuals, businesses, and institutions.
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
FL
02/24/2023 - Present
Raymond James Financial Services Advisors, Inc. (Saint Petersburg FL)
BOTH
Issued 01/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Grayson Cook is the right advisor for you? Invested Better is here to help.