Unclaimed
John Wesley Cook is an Investment Advisor Representative at Managed Financial Services Corp. Inc. John has been in the financial industry for over 25 years and has experience in a variety of financial services, including portfolio management. John is registered with the state of Texas and has passed the Series 6, 63, 65 and 26 exams. John has a history of working at several firms in the industry. John has worked at Managed Financial Broker Services, L.L.C., Securities Service Network, Inc., Tradeway Securities Group, Inc., Amerinational Financial Services, Inc., Planned Investments Inc., Financial Network Investment Corporation and First American National Securities, Inc. John's experience and knowledge make him a valuable asset to Managed Financial Services Corp. 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.
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
TX
12/10/1999 - Present
Managed Financial Services Corp. Inc. (HOUSTON TX)
TX
10/14/2002 - 12/21/2009
MANAGED FINANCIAL BROKER SERVICES, L.L.C. (HOUSTON TX)
TN
05/15/1997 - 12/03/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
CA
07/03/1995 - 05/21/1997
TRADEWAY SECURITIES GROUP, INC. (CARLSBAD CA)
NA
01/04/1993 - 07/05/1995
AMERINATIONAL FINANCIAL SERVICES, INC.
GA
06/05/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
CA
01/03/1991 - 06/09/1992
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
GA
04/14/1986 - 01/11/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/15/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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