Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Cochrell is a financial advisor with over 14 years of experience in the industry. Ross is currently registered with United Planners' Financial Services of America A Limited Partner. Previously, Ross has worked for Securities America, Inc., Securities Service Network, LLC, The O.N. Equity Sales Company, PNC Investments, and NatCity Investments, Inc.. Ross holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Ross provides financial planning and portfolio management services for individuals, families, and small businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
04/13/2022 - Present
United Planners' Financial Services OF America A Limited Partner (WOOSTER OH)
OH
09/18/2020 - 04/18/2022
SECURITIES AMERICA, INC. (Wooster OH)
OH
05/06/2013 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (AVON OH)
OH
02/22/2011 - 05/07/2013
THE O.N. EQUITY SALES COMPANY (WOOSTER OH)
OH
11/13/2009 - 02/28/2011
PNC INVESTMENTS (WOOSTER OH)
OH
07/14/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (WOOSTER OH)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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