Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Benson Cohlmia has been an active registered representative in the financial industry since 1999. Brian is currently registered with Edward Jones and has been with the firm since August of 1999. Brian is licensed to conduct business in numerous states, including Oklahoma, Texas, Arkansas, California, Colorado, Florida, Idaho, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New York, Ohio, Oregon, Utah and Virginia. Brian is also licensed to conduct business in the areas of investment advisory services in Oklahoma and Texas. Brian specializes in providing financial advice to individuals, businesses, and retirement plans. Brian offers a range of services, including financial planning, portfolio management, and selection of other advisors.
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
OK
08/27/2014 - Present
Edward Jones (Edmond OK)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
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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