Terri Cook, Fpqp® Email & Phone Number
@rxcrossroads.com
2 phones found area 800 and 502
LinkedIn matched
Who is Terri Cook, Fpqp®? Overview
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Terri Cook, Fpqp® is listed as Senior Client Service Associate at Berman McAleer, LLC at Berman McAleer, LLC, a company with 25 employees, based in Baltimore City County, Maryland, United States. AeroLeads shows a work email signal at rxcrossroads.com, phone signal with area code 800, 502, and a matched LinkedIn profile for Terri Cook, Fpqp®.
Terri Cook, Fpqp® previously worked as Senior Client Service Associate at Berman Mcaleer, Llc. Terri Cook, Fpqp® holds Business Administration And Management, General from The Community College Of Baltimore County.
Email format at Berman McAleer, LLC
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AeroLeads found 1 current-domain work email signal for Terri Cook, Fpqp®. Compare company email patterns before reaching out.
About Terri Cook, Fpqp®
Senior Client Service Associate Terri Cook has been an integral part of the Berman McAleer team for over 15 years. She works closely with BMc clients each day and has built many lasting relationships. She has a detailed knowledge of client service logistics and routinely reviews our internal processes spearheading operational initiatives to make the process easier and more efficient for our clients. With over 30 years’ experience in the industry, Terri knew from a young age that she wanted to follow in her father’s footsteps and work in finance. Starting as a bank teller in 1988, she worked for both Deutsche Bank in New York City and M&T Bank in Baltimore, before becoming part of the Berman McAleer team in 2005.Terri helped create the Client Service Associate role as Berman McAleer knows it today. She was the first BMc associate appointed to sit on Kestra’s Staff Advisory Council, a select group of top professionals from across the country, providing advice to financial firms on ways to enhance and improve client service and operations.---Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Berman McAleer is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosuresThis LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 512-697-6000.
Terri Cook, Fpqp®'s current company
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Terri Cook, Fpqp® work experience
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Senior Client Service AssociateSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Berman McAleer is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://bit.ly/KF-DisclosuresThis LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra… Show more Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Berman McAleer is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://bit.ly/KF-DisclosuresThis LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.http://www.finra.org/https://www.sipc.org/ Show less
Colleagues at Berman McAleer, LLC
Other employees you can reach at bmcplanning.com. View company contacts for 25 employees →
Alexis Piasecki
Colleague at Berman Mcaleer, LlcBaltimore, Maryland, United States, United States
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AM
Amy Mcauliffe Cooper
Colleague at Berman Mcaleer, LlcUnited States, United States
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MC
Molly Cooke
Colleague at Berman Mcaleer, LlcWashington DC-Baltimore Area, United States
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SM
Susan Mitcheltree, Cfp®
Colleague at Berman Mcaleer, LlcLutherville-Timonium, Maryland, United States, United States
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BC
Brian Carroll, Cfa
Colleague at Berman Mcaleer, LlcBaltimore, Maryland, United States, United States
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DH
Deanna Heid, Fpqp®
Colleague at Berman Mcaleer, LlcWashington DC-Baltimore Area, United States
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AM
Adaiha Montgomery Aif®, Fpqp®
Colleague at Berman Mcaleer, LlcPerry Hall, Maryland, United States, United States
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BB
Bree Beach
Colleague at Berman Mcaleer, LlcGreater Philadelphia, United States
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DO
Dawn O'Farrell, Cltc
Colleague at Berman Mcaleer, LlcLutherville-Timonium, Maryland, United States, United States
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GC
Genevieve Crisera, Cfp®, Mba
Colleague at Berman Mcaleer, LlcLutherville-Timonium, Maryland, United States, United States
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Terri Cook, Fpqp® education
Frequently asked questions about Terri Cook, Fpqp®
Quick answers generated from the profile data available on this page.
What company does Terri Cook, Fpqp® work for?
Terri Cook, Fpqp® works for Berman McAleer, LLC.
What is Terri Cook, Fpqp®'s role at Berman McAleer, LLC?
Terri Cook, Fpqp® is listed as Senior Client Service Associate at Berman McAleer, LLC at Berman McAleer, LLC.
What is Terri Cook, Fpqp®'s email address?
AeroLeads has found 1 work email signal at @rxcrossroads.com for Terri Cook, Fpqp® at Berman McAleer, LLC.
What is Terri Cook, Fpqp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 800, 502 for Terri Cook, Fpqp® at Berman McAleer, LLC.
Where is Terri Cook, Fpqp® based?
Terri Cook, Fpqp® is based in Baltimore City County, Maryland, United States while working with Berman McAleer, LLC.
What companies has Terri Cook, Fpqp® worked for?
Terri Cook, Fpqp® has worked for Berman Mcaleer, Llc.
Who are Terri Cook, Fpqp®'s colleagues at Berman McAleer, LLC?
Terri Cook, Fpqp®'s colleagues at Berman McAleer, LLC include Alexis Piasecki, Amy Mcauliffe Cooper, Molly Cooke, Susan Mitcheltree, Cfp®, and Brian Carroll, Cfa.
How can I contact Terri Cook, Fpqp®?
You can use AeroLeads to view verified contact signals for Terri Cook, Fpqp® at Berman McAleer, LLC, including work email, phone, and LinkedIn data when available.
What schools did Terri Cook, Fpqp® attend?
Terri Cook, Fpqp® holds Business Administration And Management, General from The Community College Of Baltimore County.
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