Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Cochran is a registered representative with Cu Investment Solutions Llc. Phillip has been in the industry since 2004. Phillip is registered in 9 states and holds a Series 63, Series 7 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.
Non discretionary investment advisory for institutional clients
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.
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2
TN
12/17/2008 - Present
CU Investment Solutions LLC (NASHVILLE TN)
BC
Issued 05/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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