Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Donald Cook is a financial advisor with over 30 years of experience in the industry. He is currently registered with Missionsquare Retirement in Washington, DC. Jeffry is licensed to provide investment advisory services in Illinois, Indiana, Michigan and Wisconsin. Prior to Missionsquare Retirement, Jeffry was employed at a number of other firms including Fifth Third Securities, Inc., Harris Investor Services, Inc., HarrisDirect LLC, CITICORP INVESTMENT SERVICES, CUNA BROKERAGE SERVICES, INC., ABN AMRO DISTRIBUTION SERVICES (USA), INC., Investors Brokerage Services, Inc., Kemper Distributors, Inc., and Kemper Financial Services, 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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
07/07/2016 - Present
Missionsquare Retirement (WASHINGTON DC)
IL
06/13/2006 - 10/19/2007
FIFTH THIRD SECURITIES, INC. (SCHAUMBURG IL)
IL
12/14/2005 - 06/06/2006
HARRIS INVESTOR SERVICES, INC. (PALATINE IL)
NJ
12/03/2003 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
04/14/2003 - 11/21/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
02/04/2002 - 02/27/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
ME
01/24/2001 - 10/31/2001
ABN AMRO DISTRIBUTION SERVICES (USA), INC. (PORTLAND ME)
IL
01/19/1999 - 06/15/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IL
02/01/1995 - 12/31/1998
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
09/21/1990 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
BOTH
Issued 11/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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