Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Edward Cook is a financial advisor with over 27 years of experience in the financial services industry. Steven has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Steven is currently registered with Lincoln Investment and Capital Analysts. Steven has experience in a wide range of financial products and services, including life insurance, annuities, mutual funds, and retirement planning. Steven is committed to providing his clients with personalized service and helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
10/21/2010 - Present
Lincoln Investment (Farmington Hills MI)
MI
07/12/2002 - 08/12/2010
GREAT AMERICAN ADVISORS, INC. (SOUTHFIELD MI)
IN
01/01/1995 - 07/17/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CT
08/20/1993 - 01/18/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 10/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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