Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lee Cook is a financial professional with over 20 years of experience in the financial services industry. Kevin is currently registered with Cuso Financial Services, LP, and is licensed to provide financial advice in several states. Kevin has a diverse background, having previously worked with CUNA Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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
CA
07/10/2019 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
NC
03/07/2006 - 07/15/2019
CUNA BROKERAGE SERVICES, INC. (BURLINGTON NC)
MN
02/14/2000 - 09/24/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/14/2000 - 09/24/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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