Unclaimed
Mason Dale Cook is a financial advisor with Cetera Investment Advisers LLC, specializing in providing financial planning, pension consulting, and educational seminars. Mason Cook has been in the financial services industry since March 18, 2021, and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Texas. Mason Cook has a Series 7TO, Series 66, and SIE license and is licensed to conduct business in multiple states including Arizona, California, Florida, Idaho, Indiana, Missouri, Montana, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Washington, and Wisconsin. Prior to joining Cetera Investment Advisers LLC, Mason Cook worked for SECURIAN FINANCIAL SERVICES, INC.
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.
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
UT
10/12/2023 - Present
Cetera Investment Advisers LLC (Sandy UT)
AZ
03/19/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Phoenix AZ)
BOTH
Issued 06/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Mason Cook is the right advisor for you? Invested Better is here to help.