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Avra Lynn Cohn

Osaic Wealth, Inc.

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About Avra Lynn Cohn

Avra Cohn is a financial advisor with over 40 years of experience in the financial services industry. Avra has a wide range of experience in providing financial planning, investment management and insurance products. Avra is currently registered with Osaic Wealth, Inc. Avra's previous experience includes working for Securities America, Inc. and First Investors Corporation. Avra has a strong commitment to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Avra Cohn is currently registered with Osaic Wealth, Inc.. OSAIC WEALTH, INC. is an Arizona-based corporation that provides financial planning, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other client types. With a focus on portfolio management, the firm manages over $94 billion in assets under management across discretionary and non-discretionary accounts. Their registered representatives and investment advisor representatives provide investment advisory services across various states.
Osaic Wealth, Inc.

53 W. JACKSON BLVD.

CHICAGO, IL 60604

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Avra Cohn’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 4/20/2009

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 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1994

Series 7 - General Securities Representative Examination

BC

Issued 3/23/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Avra Lynn Cohn.
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