Unclaimed
Jessica Leadell Cook is a financial advisor with Ameriprise Financial Services, LLC. Jessica has been working in the financial services industry since 2004 and is registered with both the Securities and Exchange Commission (SEC) and FINRA. She has a Series 7 and Series 66 license, and is also registered to provide investment advice in Florida and Texas. She has worked at Ameriprise in various roles including working with both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Jessica helps individuals, families, and businesses achieve their financial goals. She offers a wide range of financial services, including investment management, financial planning, and retirement planning. Jessica is committed to providing her clients with personalized advice and service.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/03/2017 - Present
Ameriprise Financial Services, LLC (ORANGE PARK FL)
MN
06/02/2004 - 09/23/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/02/2004 - 09/23/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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