Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kohn is a financial professional with over 20 years of experience in the financial services industry. Adam Kohn is registered with Equitable Advisors, LLC, and holds licenses in several states, including California, Connecticut, Florida, Illinois, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Virginia, and Washington. Adam Kohn also has experience with First Allied Securities, Inc. and Centaurus Financial, Inc. Adam Kohn is a Series 6, 7, 63, and 65 licensed professional, and also holds the SIE designation. Adam Kohn has experience providing financial planning and portfolio management services to individuals, businesses, and institutions. Adam Kohn provides financial planning, pension consulting, and portfolio management services to 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/25/2019 - Present
Equitable Advisors, LLC (FT LAUDERDALE FL)
CT
05/12/2006 - 10/04/2012
FIRST ALLIED SECURITIES, INC. (RIVERSIDE CT)
CA
04/24/2001 - 04/21/2006
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
MA
02/16/2000 - 04/26/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 09/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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