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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 Lynn Cook is a financial advisor with Fidelity Personal and Workplace Advisors. Kevin Lynn Cook is registered as a financial advisor in 52 states and is licensed to provide financial services in New Hampshire and Texas. Kevin Lynn Cook has over 20 years of experience in the financial services industry and holds several licenses and certifications, including Series 63, 66, 7, 9, 10 and the SIE. Kevin Lynn Cook specializes in portfolio management for individuals and businesses, and offers financial planning and educational seminars. Kevin Lynn Cook's current firm, Fidelity Personal and Workplace Advisors, manages over $800 billion in assets and provides services to a wide range of clients, including individuals, businesses, and institutions.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 10/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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