Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Cook is a financial advisor with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Julie is a Certified Financial Planner™ professional with over 12 years of experience in the financial services industry. She has a strong focus on providing comprehensive financial planning and investment management services to individuals, families and businesses. Julie holds the Series 7, Series 31, and Series 66 securities licenses as well as the SIE exam. She is registered with the state of California, Florida, Georgia, Hawaii, Illinois, Iowa, Missouri, North Carolina, Oregon, Tennessee, Texas, and Washington. Julie is passionate about helping her clients achieve their financial goals and believes in building long-term relationships based on trust and transparency.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TN
07/21/2021 - Present
LPL Financial LLC (CROSSVILLE TN)
MN
04/15/2013 - 07/21/2021
WADDELL & REED (SAVAGE MN)
IL
11/11/2009 - 12/23/2010
MORGAN STANLEY SMITH BARNEY (PEORIA IL)
BC
Issued 04/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2009
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
Not sure Julie Cook is the right advisor for you? Invested Better is here to help.
