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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Cooke is a financial advisor currently working with The Colony Group, LLC. Sara has been in the industry since 2009 and has a broad range of experience in the financial services industry. Before joining The Colony Group, LLC, Sara worked at Morgan Stanley, Charles Schwab & Co., Inc., Chase Investment Services Corp., and Thrivent Investment Management Inc. Sara is registered in Illinois and Missouri.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
IL
07/10/2012 - 01/18/2018
MORGAN STANLEY (CHICAGO IL)
IL
03/02/2010 - 07/05/2012
CHARLES SCHWAB & CO., INC. (NORTHBROOK IL)
IL
01/11/2010 - 01/13/2010
CHASE INVESTMENT SERVICES CORP. (EVANSTON IL)
IL
05/14/2009 - 01/11/2010
THRIVENT INVESTMENT MANAGEMENT INC. (PALATINE IL)
IA
Issued 12/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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