Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kailen? Claim Your ProfileKailen Cook is a financial advisor with Oneamerica Securities, Inc. Kailen has been in the industry since 2003. Kailen is registered in California, and has held prior registrations with LPL Financial LLC, TD Ameritrade, Inc., Wells Fargo Advisors, LLC and Banc of America Investment Services, Inc. Kailen specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and 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
CA
03/20/2019 - Present
Oneamerica Securities, Inc. (Carlsbad CA)
CA
06/21/2016 - 02/09/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
01/30/2015 - 07/07/2016
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
10/22/2012 - 04/08/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
11/09/2011 - 10/04/2012
WELLS FARGO ADVISORS, LLC (CARLSBAD CA)
CA
06/27/2008 - 05/14/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN MARCOS CA)
CA
03/23/2000 - 07/02/2008
TD AMERITRADE, INC. (CARLSBAD CA)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/26/2002
Series 4 - Registered Options Principal Examination
BC
Issued 02/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kailen Cook is the right advisor for you? Invested Better is here to help.
