Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Cooke is an investment advisor representative at Logan Capital Management, Inc., a registered investment advisor with offices in Newtown Square, Pennsylvania. Peter has been in the financial services industry since 1986. Peter holds Series 63 and Series 65 licenses. Peter Cooke is a specialist in financial planning, portfolio management, and investment advice.
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.
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.
Strategic management for diversified investment portfolios.
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
PA
09/09/2009 - Present
Logan Capital Management, Inc. (NEWTOWN SQUARE PA)
IA
Issued 09/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1986
Series 2 - Non-Member General Securities Examination
Active
Inactive
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