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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Brainard Cook is a financial advisor with Ameriprise Financial Services, LLC, working out of the Westborough, MA branch office. Kenneth has been in the financial services industry since January 12, 2001. Kenneth holds a Series 66 license and has passed the Series 7, Series 31, and SIE exams. Kenneth is registered in Arizona, Connecticut, Florida, Massachusetts, New Hampshire, New York, Rhode Island, Vermont, and Washington. Kenneth has been with Ameriprise Financial Services, LLC since May 10, 2013, before that Kenneth was with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. Kenneth specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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MA
05/10/2013 - Present
Ameriprise Financial Services, LLC (WESTBOROUGH MA)
MA
06/01/2009 - 06/07/2013
MORGAN STANLEY (BOSTON MA)
MA
05/09/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
01/12/2001 - 05/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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