Unclaimed
Andrew H. Cohen is an investment advisor representative associated with Validea Capital Management LLC. Andrew has been working in the financial services industry since 1991. Andrew is a registered investment advisor in Connecticut and Virginia. Andrew holds the Series 65, Series 7, Series 55, and SIE licenses. Andrew specializes in providing financial planning and portfolio management services to individuals. Currently, Andrew is also a University Distinguished Teacher, Finance Department for Old Dominion University.
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.
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.
A percentage of the total value of assets under management is charged.
Model manager fees
1
2
VA
08/12/2021 - Present
Validea Capital Management LLC (Virginia Beach VA)
NY
06/20/1991 - 04/11/2000
BERNARD L. MADOFF (NEW YORK NY)
IA
Issued 12/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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