Unclaimed
Ryan Scott Cook is a financial advisor based in Clinton, MO. Ryan has been working in the financial services industry since 2004, and is currently registered with Avantax Advisory Services. Ryan is a highly experienced advisor with expertise in a variety of areas, including financial planning, portfolio management, and insurance. Ryan is committed to providing clients with personalized financial advice that helps them reach their 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MO
10/25/2019 - Present
Avantax Advisory Services (Clinton MO)
MO
01/06/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Clinton MO)
IN
09/17/2007 - 01/15/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MO
06/23/2004 - 09/12/2007
NYLIFE SECURITIES LLC (CLINTON MO)
BOTH
Issued 09/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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