Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Howard Cohn is a financial advisor with over 40 years of experience in the industry. Alan is registered with Stifel, Nicolaus & Company, Inc. and has held previous roles with A. G. Edwards & Sons, Inc. and Wells Fargo Advisors, LLC. Alan has a broad range of experience and is licensed to provide financial advice in multiple states across the country. He is also a Certified Financial Planner. Alan's expertise includes portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. He is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/05/2020 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
NY
01/01/2008 - 02/09/2010
WELLS FARGO ADVISORS, LLC (SMITHTOWN NY)
NY
01/02/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SMITHTOWN NY)
NJ
04/03/1978 - 01/02/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/1991
Series 24 - General Securities Principal Examination
BC
Issued 11/20/1981
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1978
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BZX 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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