Unclaimed
Steven Michael Cook is an investment advisor representative with LaSalle St. Investment Advisors, LLC. Steven has been in the securities industry since May 3, 2016. Steven has a Series 7, Series 66, and SIE license. Steven specializes in fixed insurance, financial planning, and pension consulting.
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.
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.
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2
IL
08/19/2020 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
IL
05/04/2016 - 09/17/2019
EDWARD JONES (PEORIA HEIGHTS IL)
BOTH
Issued 05/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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