Customer Service Financial Representative

Donald B. Cook

**** **** ******, *** ***, Everett, WA 98201 425-***-****

**********@***.***

OBJECTIVE

Partner with a Company who values customer service, provides excellent alternatives to assist clients in making their own decisions, and focuses on educating clients with retirement programs, tax issues, and legal affairs. SKILLS & ABILITIES

Ability to peruse a client’s background and fit the information provided to specific needs, concerns, backgrounds, and knowledge level of the individual.

EXPERIENCE

1990 - 2010 … Series 6 & 63 Licensed Financial Representative 2010 – Present … Series 65 Registered Investment Advisor FINRA # 169559 … CRD # 3052763

1990 – Present … Insurance Broker … Life, Health, Property & Casualty National Producer # 6224886 WA LIC194271

2010 – Present … Owner, Stewardship Financial Services … Dual needs for retirement clients … Medicare, Prescription

Drugs, IRA’s, Annuities, Taxes and Legal

Information

2012 – Present … NOTARY PUBLIC Commission expires 09/01/2024 EDUCATION

1972 – 1974 … Associates Accounting, Lane Community College, Eugene, Oregon

1974 – 1976 … BBA Management, University of Oregon, Eugene, Oregon COMMUNICATION

Strong phone verbal skills, understanding what is asked and why … helping clients answer their own questions...

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