Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Dawn Cook is a financial advisor with City National Rochdale. Lindsey has over 16 years of experience in the financial services industry. Lindsey's expertise includes portfolio management, investment advice, and financial planning.
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.
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.
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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NY
07/24/2023 - Present
City National Rochdale (NEW YORK NY)
CA
01/03/2007 - 02/01/2010
AXA ADVISORS, LLC (LOS ANGELES CA)
CA
11/14/2006 - 12/18/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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