GFGrace Cobb, FSCP
@gracecobbfscp
Licensed financial services professional specializing in client-focused financial planning and protection strategies.
United StatesWhat I'm looking for
I am a licensed financial services professional with experience helping clients implement financial plans using income, protection, and long-term goal strategies. I hold multiple securities and insurance licenses and am pursuing advanced designations to deepen my planning capabilities.
I graduated with a Bachelor's in Finance and have applied my skills in client service roles and an international consulting project. I combine technical knowledge with a client-first approach to deliver peace of mind and comprehensive financial solutions.
Experience
Work history, roles, and key accomplishments
Registered Representative
NYLIFE Securities LLC
Apr 2023 - Present (2 years 6 months)
Implement financial plans using income and protection strategies to help clients reach long-term goals; maintain Series 6, 63, and 66 licenses to support securities transactions and compliance.
NLAdvised clients on life insurance solutions to protect assets and provide peace of mind; maintained strong client relationships and supported long-term protection planning since December 2022.
Server
Millers Waterfront Restaurant
Aug 2020 - May 2022 (1 year 9 months)
Provided dependable fine dining service in a high-volume environment, upheld service standards, and efficiently handled customer transactions from August 2020 to May 2022.
Education
Degrees, certifications, and relevant coursework
TSThe American College of Financial Services
Financial Services Certified Professional, Financial Planning
2023 -
Pursuing the Financial Services Certified Professional designation with coursework covering protection, investment, retirement, tax, estate, business, and education planning.
UWUniversity of North Carolina Wilmington
Bachelor of Science, Finance
2018 - 2022
Activities and societies: Prague Consulting Project (financial consulting for Budweiser Budvar)
Completed a Bachelor of Science in Business Administration with a concentration in Finance, applying financial analysis and planning coursework toward practical projects.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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