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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Cook is a financial advisor with over 30 years of experience in the financial services industry. John has been with Morgan Stanley since 2009, previously working at Citigroup Global Markets Inc. John is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer securities and investment advisory services in numerous states. John has a Series 7, 24 and 63 license. John also has experience working with high net worth individuals, pension plans, corporations and other businesses. John is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. John is also actively involved in the community and serves on the board of directors of Osco Industries.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
02/11/2014 - Present
Morgan Stanley (Dublin OH)
OH
08/22/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)
IL
08/13/1990 - 08/18/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
04/24/1990 - 06/13/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1990 - 06/13/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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