Susan CookeCRD Number: 1830221
Current Firm: Msi Financial Services, Inc.
Susan Cooke (CRD# 1830221) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Nashua, NH and has over 25 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|Metlife Securities Inc.||Nashua, NH||Jan 2015 - Current||3|
|New England Securities||Boston, MA||Apr 1988 - Current||29|
|The New England||Burlington, VT||Jan 1987 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1992|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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)
- 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV