Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avra? Claim Your ProfileAvra Cohn is a financial advisor with Osaic Wealth, Inc. Avra is a registered investment advisor and has been in the industry since 1984. Avra is currently licensed in 13 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, New Jersey, New York, Vermont, and Washington. Avra Cohn is also a registered representative with Securities America, Inc. and has experience with insurance products as well.
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.
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
IL
06/14/2024 - Present
Osaic Wealth, Inc. (CHICAGO IL)
IL
05/22/2001 - 06/14/2024
SECURITIES AMERICA, INC. (CHICAGO IL)
NJ
03/26/1984 - 05/18/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 04/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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