Will Cottle
Financial Advisor & Limited Partner at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Will Cottle
College For Financial Planning Professional Qualifications:Accredited Asset Management Specialist Registered Investment Advisor Representative (CRD# 55•••12)- Series 7: General Securities Representative Examination - Series 66: Uniform Combined State Law Examination - Texas General Line Insurance: Life, Accident, Health, Annuities, and HMO
Experience
Financial Advisor
Jun 2010 — Present
Education
Florida Atlantic University
BBA, Cum Laude, Finance
Skills
- Strategic Financial Planning
- 529 Plans
- Financial Planning
- Diversity & Inclusion
- Series 66
- Professional Mentoring
- Fixed Annuities
- Series 7
- Mutual Funds
- Uniform Combined State Law
- Team Building
- Securities
- Investments
- Public Speaking
- Estate Planning
- Wealth Management Services
- Retirement Planning
- Insurance
- Communication
- Financial Services
- Registered Investment Advisor
- Leadership
- Finance
- Charity Events
- Accident
- Time Management
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