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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grandison Cockman is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with over 6,500 clients and over $344 Billion in assets under management. Robert Grandison Cockman has been registered with the Securities and Exchange Commission (SEC) since December 2022. Robert Grandison Cockman also has his Series 7TO, Series 9, Series 10 and Series 66 licenses. Raymond James Financial Services Advisors, Inc. offers financial planning, portfolio management, pension consulting and educational seminars.
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
NC
12/07/2022 - Present
Raymond James Financial Services Advisors, Inc. (Burlington NC)
BOTH
Issued 11/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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