Laurens Cook (CRD# 2557232) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 11 years of experience in the finance industry.
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6255377
Abbondandolo Wealth Management Corp
CRD# 2915697
Abbondandolo Wealth Management Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | New York, NY | Feb 2019 - Current | 5 |
| Cf Global Trading, LLC | New York, NY | May 2018 - Feb 2019 | < 1 |
| Private Investor | Boston, MA | Jul 2016 - May 2018 | 1 |
| J.p. Morgan Securities LLC | New York, NY | Jan 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- NJ
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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