Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joelle? Claim Your ProfileJoelle Elaine Cooke is a financial professional with over five years of experience in the financial services industry. She is currently registered with Key Investment Services LLC and has worked with the firm since 2017. Joelle has a Series 6, Series 63 and SIE license, and is currently licensed in Ohio. Joelle previously worked with Citizens Securities, Inc. Her specializations include investment management and financial planning. Joelle works with clients in Ohio and is part of the Key Investment Services LLC office in Brooklyn.
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.
Helps you choose top advisors aligned with your financial goals.
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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OH
11/22/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
FL
02/12/2020 - 12/21/2020
KEY INVESTMENT SERVICES LLC (Fort Myers FL)
OH
06/15/2017 - 12/10/2019
KEY INVESTMENT SERVICES LLC (BRUNSWICK OH)
OH
10/03/2016 - 06/15/2017
CITIZENS SECURITIES, INC. (BAY VILLAGE OH)
BC
Issued 01/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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