Unclaimed
Peter Cook is a financial advisor with over 30 years of experience in the industry. Peter is registered with the state of New York and is currently employed with Vanderbilt Advisory Services. Prior to joining Vanderbilt Advisory Services, Peter worked at J.P. Turner & Company, LLC. Peter has extensive experience in the financial services industry, working with individuals, businesses and institutions. Peter specializes in providing comprehensive financial planning, portfolio management and investment advisory services.
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.
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
NY
03/30/2021 - Present
Vanderbilt Advisory Services (WOODBURY NY)
CT
09/15/2014 - 10/30/2015
J.P. TURNER & COMPANY, L.L.C. (TRUMBULL CT)
CT
03/07/2012 - 09/18/2014
WELLS FARGO ADVISORS, LLC (WESTPORT CT)
CT
09/12/2005 - 02/27/2012
GARDEN STATE SECURITIES, INC. (TRUMBULL CT)
NJ
01/05/2004 - 08/13/2004
GARDEN STATE SECURITIES, INC. (RED BANK NJ)
NY
02/23/1990 - 01/02/2004
ROBERT M. COHEN & CO., INC. (GREAT NECK NY)
CO
02/24/1987 - 02/24/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 10/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/29/1991
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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