Unclaimed
John Cowie is a financial advisor with over 20 years of experience in the industry. John is registered with Edward Jones in Scottsdale, Arizona. John holds the Series 63, 66, and 7 securities licenses. John has also earned the designation of Certified Financial Planner. John has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Previously John worked at A. G. Edwards & Sons, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. John has a strong commitment to providing personalized financial advice and helping clients 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
AZ
03/03/2010 - Present
Edward Jones (Scottsdale AZ)
MO
10/04/2007 - 10/11/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
05/06/1998 - 10/27/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
03/01/1996 - 11/13/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/01/1996 - 11/13/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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