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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Nichole Cook is a financial advisor at Fidelity Personal And Workplace Advisors. Samantha has been in the industry since 2007 and has a broad range of experience in the financial services industry. She holds several industry licenses, including Series 6, 7, 9, 10, 63, and 66. Samantha is also a Certified Financial Planner. Samantha currently provides financial services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Samantha has been with Fidelity Personal And Workplace Advisors since 2018.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
01/01/2008 - 10/22/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/19/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 08/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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