Unclaimed
James Bolin Cotchett is a financial advisor with FEF Distributors, LLC, a firm based in Miami, FL. James has been in the financial services industry since 1994. James has a broad range of experience in the industry, including working with American Century Investment Services Inc. in Kansas City, MO, Federated Securities Corp. in Pittsburgh, PA, GE Investment Distributors, Inc in Stamford, CT, and BANC ONE SECURITIES CORPORATION in Chicago, IL. James holds the Series 7, Series 6, Series 24 and Series 63 licenses and the SIE exam. James Cotchett currently holds registrations in 52 states and is licensed to provide financial services to individuals and institutions.
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.
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.
1
2
FL
10/01/2010 - Present
FEF Distributors, LLC (Miami FL)
MO
12/08/2004 - 10/01/2010
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
PA
08/02/2001 - 11/24/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
CT
07/20/2000 - 05/29/2001
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
IL
02/01/1999 - 06/20/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
08/10/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NC
02/23/1994 - 08/24/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 02/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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