Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Coughlan is a financial advisor at Edward Jones, a firm with over 20,000 employees and billions in assets under management. Christian has been in the financial services industry since 2003 and is a Certified Financial Planner. Christian has been registered with the Securities and Exchange Commission (SEC) since 2005. Christian is licensed in over 10 states and specializes in providing financial advice to individuals, businesses, and charitable organizations. Christian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
OR
05/15/2018 - Present
Edward Jones (Portland OR)
OR
07/14/2015 - 05/15/2018
J.P. MORGAN SECURITIES LLC (ST. HELENS OR)
OR
09/11/2014 - 07/08/2015
TD AMERITRADE, INC. (PORTLAND OR)
NY
04/28/2005 - 08/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WI
05/21/2003 - 03/24/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 06/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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