Ceegan Cook (CRD# 7432650) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Villanova, PA and has over 2 years of experience in the finance industry.
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5387389
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Villanova, PA | Mar 2023 - Current | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Aug 2021 - Feb 2023 | 1 |
| Child Guidance Resource Centers | Philadelphia, PA | Aug 2019 - Aug 2021 | 2 |
| Bluebird Aba | Elkins Park, PA | Feb 2021 - Jun 2021 | < 1 |
| Chestnut Hill College | Philadelphia, PA | May 2018 - Aug 2020 | 2 |
| Northern Children's Services | Philadelphia, PA | Jun 2018 - Dec 2019 | 1 |
| Special Persons In The Northeast (spin) | Philadelphia, PA | Sep 2016 - Apr 2018 | 1 |
| City Table Restaurant At The Lennox Hotel | Boston, MA | Dec 2014 - Jul 2016 | 1 |
| Ursinus College | Collegeville, PA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
| S63 | Uniform Securities State Law Examination | Oct 2021 |
- PA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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