Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Cobb is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Christian has been in the industry since 2010 and is licensed to offer investment advice in California and Oregon. Christian has been with Merrill Lynch since 2017. Prior to that, Christian worked at Umpqua Investments, Inc., LPL Financial LLC, and Wells Fargo Advisors, LLC. Christian specializes in a variety of financial services, including investment advice, portfolio management, and retirement planning. Christian also holds a Series 66 license, and a Series 7 license.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
02/24/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEATTLE WA)
OR
09/08/2015 - 02/15/2017
UMPQUA INVESTMENTS, INC. (PORTLAND OR)
OR
06/21/2011 - 09/09/2015
LPL FINANCIAL LLC (PORTLAND OR)
OR
01/03/2011 - 05/19/2011
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
12/07/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
BOTH
Issued 03/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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