Unclaimed
Paul Cochran is a financial advisor with Edward Jones. Paul has been a financial advisor for over 25 years, specializing in financial planning and portfolio management for individuals and businesses. Paul is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in 13 states. Paul earned the Certified Financial Planner designation and has extensive experience in the financial services industry. Paul has been with Edward Jones since August 2020. Prior to that, Paul was a financial advisor with Feltl & Company.
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
MN
08/10/2020 - Present
Edward Jones (Eagan MN)
MN
10/01/2004 - 08/10/2020
FELTL & COMPANY (INVER GROVE HEIGHTS MN)
NY
05/31/1995 - 10/14/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
01/20/1995 - 05/23/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1995
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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