Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cameron Cooke is a financial advisor with Global Retirement Partners LLC. Robert has been in the financial services industry since 1997. He is registered as an Investment Advisor Representative in Colorado. Robert specializes in retirement planning, financial planning, pension consulting, and selecting other advisors. His previous employment includes Mutual Securities, Inc., Sagepoint Financial, Inc., Janco Partners, Inc., Amvescap Services, Inc., Invesco Distributors, Inc., and Wells Fargo Securities 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.
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.
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2
CO
11/30/2017 - Present
Global Retirement Partners LLC (Denver CO)
CO
07/20/2009 - 05/29/2012
MUTUAL SECURITIES, INC. (HIGHLANDS RANCH CO)
CO
12/01/2008 - 07/08/2009
SAGEPOINT FINANCIAL, INC. (HIGHLANDS RANCH CO)
CO
06/05/2007 - 04/17/2008
JANCO PARTNERS, INC. (GREENWOOD VILLAGE CO)
GA
12/01/2003 - 10/12/2004
AMVESCAP SERVICES, INC. (ATLANTA GA)
TX
11/09/2000 - 12/01/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CA
12/15/1993 - 07/31/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 11/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/21/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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