Brett Cook, CFP®

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Dallas-Fort Worth Metroplex

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Timeline
About me
Director, Retirement Planner at Fidelity Investments
Education
- University of California, San Diego
  2009 - 2011
  Bachelor of Arts (B.A.) Major: International Relations; Minor: Economics
Experience
- Tio Leo's
  Jan 2008 - Jan 2016
  Managing employees, revenue, inventory, food quality, wholesale distributors, contractors, labor productivity, P&L, and ensuring quality customer service.
  - Manager
    Jan 2012 - Jan 2016
  - Bartender
    Jan 2008 - Mar 2012
- Alternative Design Insurance Services (ADIS)
  Jan 2014 - Nov 2014
  Business Consultant
  Specialize in knowledge of unique investment products. Provide information, strategies, and marketing resources for hundreds of financial professionals throughout the country.
- Fidelity Investments
  Feb 2016 - now
  - Director, Retirement Planner
    Aug 2020 - now
  - Fixed Income Specialist
    Apr 2018 - Aug 2020
  - Investments Solutions Representative
    Feb 2017 - Mar 2018
  - Financial Associate
    Feb 2016 - Jan 2017
Licenses & Certifications
- CERTIFIED FINANCIAL PLANNER™ Professional
  CFP Board
  Aug 2019
  View certificate
- Series 66
  FINRA (Financial Industry Regulatory Authority)
  Mar 2017
- Series 7
  FINRA (Financial Industry Regulatory Authority)
  Mar 2017
Honors & Awards
- Awarded to Brett Cook, CFP®
  Excellence in Action Fidelity Investments November 1, 2019
- Awarded to Brett Cook, CFP®
  2018 Sales Forum Winner Fidelity Investments Aug 2018
- Awarded to Brett Cook, CFP®
  Excellence in Action Fidelity Investments Mar 2018
- Awarded to Brett Cook, CFP®
  Excellence in Action Fidelity Investments Dec 2017
- Awarded to Brett Cook, CFP®
  2016 Team MVP Fidelity Investments Dec 2016