Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Cohen is a financial advisor with over 40 years of experience in the industry. Allen is registered with LPL Financial LLC, a well-established and reputable firm. Allen has a broad range of experience, having previously worked at several other financial institutions. Allen offers a variety of financial planning and advisory services to individuals, businesses, and institutions. Allen is committed to 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.
Consulting and other non-discretionary advisory services
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.
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2
NY
09/29/2011 - Present
LPL Financial LLC (CANANDAIGUA NY)
FL
06/24/2005 - 06/24/2010
RBC CAPITAL MARKETS CORPORATION (NAPLES FL)
NY
07/15/1998 - 07/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/12/1990 - 06/23/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/03/1989 - 01/15/1990
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NY
12/02/1983 - 10/10/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/01/1978 - 01/04/1984
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 03/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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