Jeremy CookCRD Number: 6341736
Current Firm: Ubs Financial Services Inc.
Jeremy Cook (CRD# 6341736) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lafayette, LA and has over 3 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
Centaurus Financial, Inc.
|Ubs Financial Services Inc.||Lafayette, LA||May 2014 - Current||3|
|Enterprise Holdings||Lafayette, LA||Jun 2013 - Jul 2014||1|
|Western & Southern Life||New Orleans, LA||Sep 2012 - Jun 2013||< 1|
|Houtex Marketing||Houston, TX||Jan 2012 - Sep 2012||< 1|
|Daxtreme Inc.||Lafayette, LA||Nov 2006 - Dec 2011||5|
|University Of Louisiana At Lafayette||Lafayette, LA||Jan 2008 - May 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management391,710MILLIONS
Total Number of Accounts885,967ACCOUNTS
Average Account Value$442,127
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV