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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cook is a financial advisor registered with Morgan Stanley. Kevin has been in the industry since January 1999, and is currently licensed in Alabama, Arkansas, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Mississippi, New York, Oklahoma, Oregon, Pennsylvania, Texas, Virginia, Washington, and West Virginia. Kevin is a registered representative of Morgan Stanley and an investment advisor representative of Morgan Stanley Smith Barney LLC. Kevin holds the Series 63, 7, and SIE exams. In addition to working as a financial advisor at Morgan Stanley, Kevin is also involved in a number of other businesses, including real estate and investment management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
09/21/2022 - Present
Morgan Stanley (Lafayette LA)
LA
11/17/2011 - 09/30/2022
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
LA
01/12/1999 - 11/18/2011
EDWARD JONES (BROUSSARD LA)
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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