Unclaimed
Julie Cook is a financial professional registered in Texas and Wisconsin. Julie is currently affiliated with CBRE Capital Advisors, Inc. Prior to joining CBRE Capital Advisors, Inc., Julie was affiliated with Blaylock Van, LLC. Julie has passed Series 79TO, SIE, and Series 63 exams.
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.
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.
1
2
TX
09/30/2021 - Present
Cbre Capital Advisors, Inc. (DALLAS TX)
NY
12/14/2020 - 02/09/2021
BLAYLOCK VAN, LLC (NEW YORK NY)
BC
Issued 03/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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