Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Cohen is a financial advisor who has been in the industry since December 3, 1997. Barry Cohen is currently registered with Morgan Stanley in Florida, Georgia, Texas, and Wyoming. Barry Cohen previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Keegan & Company, Inc., Wachovia Securities, Inc., and Wachovia Securities, Inc. Barry Cohen holds a Series 63, Series 65, Series 7, and SIE license. Barry Cohen specializes in providing financial advice to individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
10/25/2024 - Present
Morgan Stanley (Albany GA)
GA
10/27/2010 - 05/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY GA)
GA
03/14/2003 - 10/27/2010
MORGAN KEEGAN & COMPANY, INC. (ALBANY GA)
MO
06/15/2002 - 04/07/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
12/04/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 05/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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