Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Cohrt is a financial advisor registered with Charles Schwab & CO., Inc. and has over 16 years of experience in the financial services industry. Brian holds FINRA Series 7, 9, 10, 24, 63 and 66 securities licenses. Brian is also a Registered Investment Advisor with the state of Washington. Prior to joining Charles Schwab & CO., Inc., Brian was a financial advisor with TD AMERITRADE, INC., E*TRADE SECURITIES LLC and AMERICAN FIDELITY SECURITIES, INC.. Brian has been registered with FINRA since 2006. Brian is currently licensed in 44 states. Brian is also a financial advisor with the Charles Schwab Bank.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WA
05/30/2017 - Present
Charles Schwab & CO., Inc. (Bellevue WA)
WA
04/28/2023 - 05/19/2024
TD AMERITRADE, INC. (Bellevue WA)
WA
10/12/2009 - 05/15/2017
E*TRADE SECURITIES LLC (SEATTLE WA)
OK
01/18/2007 - 11/11/2008
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
WA
10/06/2006 - 11/02/2006
MORGAN STANLEY DW INC. (SEATTLE WA)
BOTH
Issued 10/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Brian Cohrt is the right advisor for you? Invested Better is here to help.
