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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Olivia Motes cochran is an Investment Advisor Representative who has been active in the industry since 2010. Megan is currently registered with Beacon Pointe Advisors, LLC in METAIRIE, Louisiana. Megan has also worked for firms such as Commonwealth Financial Network, LPL Financial LLC, J.P. Morgan Securities LLC and Edward Jones. Megan has a Series 7, Series 66 and SIE license.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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LA
07/19/2021 - Present
Beacon Pointe Advisors, LLC (METAIRIE LA)
LA
05/29/2015 - 10/28/2020
COMMONWEALTH FINANCIAL NETWORK (Metairie LA)
LA
07/08/2013 - 06/05/2015
LPL FINANCIAL LLC (METAIRIE LA)
LA
10/01/2012 - 07/03/2013
J.P. MORGAN SECURITIES LLC (MARRERO LA)
LA
12/10/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HARVEY LA)
LA
07/12/2010 - 09/22/2010
EDWARD JONES (METAIRIE LA)
BOTH
Issued 07/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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