Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Jeremiah Cook is a financial advisor registered with Burnham Gibson Wealth Advisors, LLC. Paul has over 17 years of experience in the financial services industry and is a licensed investment advisor in Maryland, Pennsylvania, and Virginia. Paul has a broad range of experience in financial planning, portfolio management, and investment advisory services. Before joining Burnham Gibson Wealth Advisors, LLC, Paul worked at several firms including Purshe Kaplan Sterling Investments, GWN Securities, Inc., and Brinker Capital Securities, Inc. Paul is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
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.
Value of plan assets
1
2
MD
10/14/2024 - Present
Burnham Gibson Wealth Advisors, LLC (Bethesda MD)
MD
10/27/2022 - 03/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (BETHESDA MD)
PA
06/05/2020 - 08/02/2022
GWN SECURITIES INC. (WAYNE PA)
PA
07/05/2011 - 04/24/2020
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
PA
10/29/2009 - 06/30/2011
USI SECURITIES, INC. (GERMANTOWN PA)
PA
03/19/2007 - 06/09/2009
STANCORP EQUITIES, INC. (WAYNE PA)
PA
11/04/2005 - 01/31/2007
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
08/10/2005 - 10/04/2005
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
PA
10/21/1997 - 09/09/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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