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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Cohn is a financial advisor with Sage Financial Group Inc. based in West Conshohocken, PA. Alan has been in the financial industry since 1987. Alan has passed numerous securities exams including Series 6, 22, 63, 65, 26 and 28. Alan is a Certified Financial Planner and specializes in providing financial advice to individuals, high-net-worth individuals, businesses, charitable organizations, and pooled investment vehicles. Alan has experience in managing a variety of investments. The firm charges fixed fees, percentage of assets, and performance-based fees.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/27/1999 - Present
Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)
PA
11/07/2003 - 10/25/2010
DAS FINANCIAL SERVICES, INC. (W. CONSHOHOCKEN PA)
NY
01/02/1989 - 12/11/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/02/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/11/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/09/2003
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 09/01/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/26/1987
Series 2 - Non-Member General Securities Examination
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Inactive
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