Unclaimed
Don Cobb is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Don has been in the financial services industry since 1997. Don has a wide range of experience, having worked with a variety of clients, including individuals, families, businesses, and institutions. Don has a deep understanding of the financial markets and is committed to providing personalized investment advice to help clients achieve their financial goals. Don is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses.
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.
Investment consulting services to institutional clients
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
IN
08/21/2020 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
07/01/2003 - 08/21/2020
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
NY
06/25/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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