Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tad? Claim Your ProfileTad Edward Cook is a registered Investment Advisor Representative with Stride Investments, LLC located in Chicago, Illinois. Tad has been in the financial services industry since June 2012 and has been registered as an Investment Advisor Representative since March 2013. Tad is also a licensed insurance agent and works as an employee of Stride Financial, LLC. Tad is registered in Illinois and Texas. Tad Edward Cook holds Series 66 and Series 7 licenses and specializes in providing investment advisory services to corporations, individuals, and high net worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Sub-advisors
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
02/07/2022 - Present
Stride Investments, LLC (CHICAGO IL)
IL
12/13/2011 - 06/19/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
BOTH
Issued 12/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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