Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Scott Cohen is an investment advisor representative with Concurrent Investment Advisors, LLC d/b/a Spectrum Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments, Inc. Alan has been in the financial services industry since 1985 and has a broad range of experience in financial planning, portfolio management, and insurance. Alan specializes in working with high-net-worth individuals, families, and businesses. Alan provides a variety of services to clients, including financial planning, investment management, insurance planning, and retirement planning.
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.
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
01/24/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
NJ
12/10/2018 - 01/23/2023
WELLS FARGO CLEARING SERVICES, LLC (MARLTON NJ)
NJ
08/27/2012 - 12/19/2018
RBC CAPITAL MARKETS, LLC (MOUNT LAUREL NJ)
NJ
09/01/2006 - 08/28/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VOORHEES NJ)
NJ
09/08/1999 - 09/05/2006
MORGAN STANLEY DW INC. (VOORHEES NJ)
NY
04/11/1997 - 09/16/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/31/1992 - 04/28/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/15/1988 - 08/26/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/25/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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