Unclaimed
Arthur M. Cohen is an investment advisor representative with Arthur M. Cohen & Associates LLC. Arthur is a registered representative with Series 7 and Series 63 licenses and has been in the industry since 1979. Arthur is currently registered in Illinois and Texas. Arthur specializes in portfolio management for individuals and financial planning. Arthur M. Cohen & Associates LLC is a registered investment advisor with the Securities and Exchange Commission.
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.
Percentage of third party adviser fees
1
2
IL
04/24/2006 - Present
Arthur M. Cohen & Associates LLC (NORTHBROOK IL)
NA
07/27/1979 - 09/05/1985
MERCER ALLIED CORPORATION
BC
Issued 08/28/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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