Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linus? Claim Your ProfileLinus Cooke is a financial advisor who has been in the industry since February 16, 1983. Linus is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Connecticut and Texas. Linus previously worked at Citigroup Global Markets Inc. and MetLife Securities Inc. Linus holds Series 6, 7, 31, 63, and 65 licenses, as well as the SIE exam. Linus specializes in investments, retirement planning, mutual funds, variable annuities, and insurance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
11/08/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW CANAAN CT)
NY
11/01/1993 - 05/22/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/24/1987 - 10/21/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/24/1983 - 03/09/1987
METLIFE SECURITIES INC.
NA
01/24/1983 - 03/02/1987
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 08/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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