Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Cohee is a registered representative with Edward Jones and has been in the financial industry since February 7, 2017. Brett has a Series 7, Series 66 and SIE. Brett is registered with the states of Alabama, California, Florida, Georgia, Idaho, Iowa, New Jersey, North Carolina, Oklahoma, South Carolina, Tennessee, Virginia, Washington and West Virginia. Brett is also registered with FINRA. Brett specializes in providing financial planning services and portfolio management for individuals and businesses. Brett has experience working with high-net-worth individuals, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans. Brett's firm, Edward Jones, is a large financial services firm with over $800 billion in assets under management. Edward Jones offers a wide range of financial products and services, including investment advice, brokerage services, retirement planning, and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
03/02/2017 - Present
Edward Jones (BLUE RIDGE GA)
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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