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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Terrell Cook is a financial advisor currently registered with Osaic Wealth, Inc. based in Johns Island, SC. Joseph has been working in the financial services industry since 1992. Joseph has a background in both brokerage and investment advisory services. Joseph holds Series 6, 7, 63 and 65 licenses, as well as the SIE exam. He is a CERTIFIED FINANCIAL PLANNER™ professional. Osaic Wealth, Inc. is a financial services firm that provides a variety of services to both individuals and businesses. The firm has offices in Scottsdale, AZ and Johns Island, SC. Osaic Wealth, Inc. is a registered investment advisor that offers a variety of investment advisory services, including financial planning, portfolio management, and retirement planning. The firm primarily works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses.
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.
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
SC
11/02/2018 - Present
Osaic Wealth, Inc. (JOHNS ISLAND SC)
SC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (JOHNS ISLAND SC)
SC
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS ISLAND SC)
CA
02/26/2004 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NY
07/19/1999 - 02/11/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
01/07/1992 - 07/16/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
01/07/1992 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 03/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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