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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Cook is a financial advisor with Ameriprise Financial Services, LLC in Flagstaff, Arizona. Roland has over 30 years of experience in the financial services industry. Roland is a registered representative in Arizona, California, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, Ohio, Oklahoma, Pennsylvania, Texas, Washington, Wisconsin, and Wyoming. Roland is also a registered investment advisor in Texas. Roland specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Roland's practice is focused on helping clients achieve their financial 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.
Asset allocation services
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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AZ
09/10/2021 - Present
Ameriprise Financial Services, LLC (Flagstaff AZ)
AZ
10/01/2012 - 09/11/2021
J.P. MORGAN SECURITIES LLC (FLAGSTAFF AZ)
AZ
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLAGSTAFF AZ)
IL
01/02/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
06/18/2001 - 12/04/2002
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MN
08/12/1994 - 07/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/12/1994 - 07/02/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
05/08/1992 - 05/11/1993
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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