Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cooke is an investment advisor representative at Roffman Miller Associates Inc. Kevin has been in the industry since 1994. Kevin holds a Series 7, Series 63 and Series 65 license. Kevin is also a Certified Financial Planner. Kevin is a member of the Roffman Miller Associates Inc. team.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/13/2014 - Present
Roffman Miller Associates Inc. (PHILADELPHIA PA)
PA
03/08/1996 - 10/27/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
06/22/1994 - 08/04/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 10/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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