Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Margaret Cooke is a financial advisor with Grove Point Investments, LLC. Mary Margaret is based in Rockville, MD and has been in the financial industry since 1992. Mary Margaret has experience working with clients on a wide range of financial needs, including investment management, retirement planning, and estate planning. Mary Margaret has a strong track record of success in helping her clients achieve their financial goals. Mary Margaret is a registered representative with FINRA and a registered investment advisor with the state of Georgia.
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.
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.
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2
MD
05/22/2023 - Present
Grove Point Investments, LLC (ROCKVILLE MD)
NY
09/21/2022 - 05/03/2023
FIRST AVENUE (NEW YORK NY)
ID
02/17/2023 - 04/19/2023
AVID CAPITAL ADVISORS LLC (McCall ID)
NY
08/11/2022 - 04/17/2023
DOMINARI SECURITIES LLC (NEW YORK NY)
NA
03/15/2021 - 12/31/2021
HAYWOOD SECURITIES (USA) INC. (VANCOUVER, BC )
GA
01/05/2021 - 12/31/2021
BRIDGE CAPITAL ASSOCIATES, INC. (Norcross GA)
GA
11/14/2012 - 06/03/2020
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
SC
08/15/2011 - 10/02/2012
HARBOR LIGHT SECURITIES, LLC (HILTON HEAD SC)
AZ
02/22/2011 - 07/13/2011
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/22/2011 - 07/13/2011
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
07/09/2010 - 07/13/2011
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
05/08/2009 - 05/12/2010
MML INVESTORS SERVICES, INC. (ATLANTA GA)
GA
05/21/2008 - 05/18/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)
GA
05/06/2003 - 05/08/2007
SUNTRUST INVESTMENT SERVICES, INC. (COLUMBUS GA)
MA
01/01/1998 - 12/13/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
03/31/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
11/24/1986 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
NA
11/10/1986 - 11/20/1986
JASON MACKENZIE SECURITIES CORPORATION
NA
10/22/1986 - 11/12/1986
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 08/01/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/20/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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