Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Cook is a financial advisor with over 40 years of experience in the industry. Steven is currently registered with PFG Advisors in Arizona and Texas. Steven has experience working with individuals, corporations, and charitable organizations. Steven has a Series 6, 7, 22, 63 and 65 licenses. Steven's specialties include financial planning, portfolio management, and pension consulting. 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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AZ
04/16/2018 - Present
PFG Advisors (PHOENIX AZ)
AZ
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PHOENIX AZ)
AZ
08/03/2009 - 12/08/2016
FOOTHILL SECURITIES, INC. (PHOENIX AZ)
AZ
05/18/1989 - 08/03/2009
CUE FINANCIAL GROUP, INC. (PHOENIX AZ)
NY
03/07/1981 - 04/15/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/07/1981 - 04/15/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/05/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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