Frederick Cooke - UBS Financial Services Inc.
Why pick this one
Frederick Cooke specializes in consulting for corporations, institutions, and technical associations, with existing clients ranging from $2 million to $100 million.
Best for
- corporations needing investment strategy consulting
- institutions requiring manager selection and resource allocation
- technical associations needing annual spending analysis
- wealth management clients with portfolios in the $2 million to $100 million range
- retirement planning through a Chartered Retirement Plans Specialist
Look elsewhere if
- emergency financial needs requiring immediate response
- individuals seeking a clearly published fee schedule
- clients needing services outside investment, wealth management, or retirement planning
Specialties
- corporate investment consulting
- institutional investment consulting
- technical association consulting
- manager selection
- resource allocation
- annual spending analysis
Certifications
- Managed Accounts Consultant
- Chartered Retirement Plans Specialist
- Chartered Mutual Fund Counselor
- Series 3 securities license
- Series 7 securities license
- Series 9 securities license
- Series 10 securities license
- Series 66 securities license
What makes them different
- Frederick Cooke has over 33 years of experience in the financial services industry
- Specializes in consulting for corporations, institutions, and technical associations
- Existing clients range from $2 million to $100 million
- Registered in 17 states and the District of Columbia
- Uses a manager selection, resource allocation, and annual spending analysis process
Distilled from this business's own website.
Contact & Location
- Address
- 317 W. Barbee Chapel Road, Chapel Hill, NC 27517
- Phone
- 9199182342
- Website
- https://advisors.ubs.com/frederick.cooke/?utm_s...
- frederick.cooke@ubs.com
Services
- wealth management
- financial advising
- investment consulting
- managed accounts consulting
- retirement planning