Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron S. Cohen is a registered representative with LPL Financial LLC, a broker-dealer firm with over $50 billion in assets under management. Aaron has a strong track record of providing financial advice to individuals and families, and has a deep understanding of investment products and strategies. Aaron has worked for several financial institutions, including HSBC Securities (USA) Inc., Key Investment Services LLC, and Citizens Securities, Inc. Aaron is committed to helping clients achieve their financial goals, and has the experience and expertise to provide tailored investment advice.
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.
Consulting and other non-discretionary advisory services
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
NY
10/30/2024 - Present
LPL Financial LLC (HAMBURG NY)
NY
05/28/2021 - 12/02/2022
HSBC SECURITIES (USA) INC. (DEPEW NY)
NY
01/14/2020 - 03/23/2021
KEY INVESTMENT SERVICES LLC (EAST AURORA NY)
NY
07/12/2017 - 11/26/2019
CITIZENS SECURITIES, INC. (AMHERST NY)
BC
Issued 09/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Cohen is the right advisor for you? Invested Better is here to help.
