Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cockrell is a financial advisor with Morgan Stanley. Brian has been in the financial services industry for over 20 years. Brian is registered to provide investment advice in 22 states, including Washington, California, Arizona, and Colorado. Brian is committed to helping clients achieve their financial goals. Brian provides a range of financial services, including asset allocation advice, financial planning, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/01/2009 - Present
Morgan Stanley (Olympia WA)
WA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OLYMPIA WA)
WA
05/29/2002 - 04/02/2007
MORGAN STANLEY DW INC. (OLYMPIA WA)
BOTH
Issued 06/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Cockrell is the right advisor for you? Invested Better is here to help.
