Unclaimed
Kevin Dean Cook is an investment advisor representative at Equitable Advisors, LLC, a firm with a long history in the financial services industry. Kevin has been in the financial industry for over 10 years and holds both Series 63 and Series 65 licenses. Kevin's practice focuses on helping individuals and families reach their financial goals and providing financial planning and wealth management advice. Kevin is registered with the Securities and Exchange Commission (SEC) and several state regulatory agencies.
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.
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2
MD
01/27/2025 - Present
Equitable Advisors, LLC (COLUMBIA MD)
IA
Issued 09/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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