Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Eugene Cook is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC, a firm with over 2,000 licensed agents and over 3,000 registered representatives. Marvin has been in the financial services industry since 1998 and has held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marvin is registered with the state of Iowa and holds Series 7, Series 31, Series 66, and SIE licenses. Marvin specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Marvin also owns 50% of Marsh Cook Investment Group, LLC, a financial services firm based in Coralville, Iowa.
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.
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.
Investment consulting services to institutional clients
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.
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2
IA
07/26/2010 - Present
Wells Fargo Advisors Financial Network, LLC (CORALVILLE IA)
IA
06/01/2009 - 08/09/2010
MORGAN STANLEY SMITH BARNEY (CEDAR RAPIDS IA)
IA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CORALVILLE IA)
IA
11/01/2002 - 04/02/2007
MORGAN STANLEY DW INC. (CORALVILLE IA)
NY
02/04/1998 - 10/28/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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