Unclaimed
Kelcey Danielle Cochran is a financial advisor at Raymond James Financial Services Advisors, Inc., based in Chattanooga, TN. Kelcey has been in the financial industry for over two years and holds a Series 7TO and Series 66 license. Kelcey also holds a Series SIE license. Kelcey has prior experience in the financial services industry with Raymond James Financial Services, Inc. in Chattanooga, TN. Kelcey is a part-time bartender at Westbound Honky-Tonk in Chattanooga, TN. Prior to working in the financial industry Kelcey worked as a bartender at Logans Roadhouse, a sales associate at Dicks Sporting Goods, a customer service representative at Black Creek, a warehouse associate at American Logistics, and a barista at Great American Cookies.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
09/27/2023 - Present
Raymond James Financial Services Advisors, Inc. (Chattanooga TN)
TN
11/23/2021 - 08/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
BOTH
Issued 07/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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