Unclaimed
Phillip Cooley is a financial professional with over 10 years of experience in the industry. Phillip has a broad range of experience with firms such as J.P. Morgan Securities LLC and Chase Investment Services Corp. Phillip is currently registered with Robinhood Financial, LLC. Phillip holds the Series 6, 7, 63, and SIE licenses.
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
01/04/2022 - Present
Robinhood Financial, LLC (Lake Mary FL)
TX
02/19/2015 - 10/16/2017
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
10/01/2012 - 11/08/2013
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
02/23/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
09/18/2006 - 11/17/2010
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
BC
Issued 02/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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