Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abner? Claim Your ProfileAbner Samuel Coen is a financial advisor with Wells Fargo Clearing Services, LLC. Abner has been in the financial industry since 1988 and holds licenses in several states. In addition to his current role, Abner has experience at other firms such as FIRST UNION BROKERAGE SERVICES, INC., MARKETING ONE SECURITIES, INC., CHEMICAL INVESTOR SERVICES, INC., MDS SECURITIES INCORPORATED, HARTFORD EQUITY SALES COMPANY INC., DIME SECURITIES OF NY, INC., INVEST FINANCIAL CORPORATION, WEALTH BUILDERS EQUITY CORPORATION, FIRST HANOVER SECURITIES, INC. and DEAN WITTER REYNOLDS INC. Abner specializes in providing financial planning, investment consulting services, and portfolio management services to individuals, businesses and institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
NJ
08/18/2014 - Present
Wells Fargo Clearing Services, LLC (PRINCETON NJ)
NC
01/01/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
06/22/1994 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
04/26/1993 - 06/14/1994
CHEMICAL INVESTOR SERVICES, INC.
IN
01/12/1994 - 06/06/1994
MDS SECURITIES INCORPORATED (CARMEL IN)
CT
06/29/1993 - 12/20/1993
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
05/21/1992 - 04/27/1993
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
WI
07/02/1991 - 05/27/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/26/1990 - 01/03/1991
WEALTH BUILDERS EQUITY CORPORATION
NY
07/02/1990 - 10/24/1990
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
WI
03/13/1989 - 06/04/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
11/27/1987 - 02/07/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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