Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Cohn is a financial professional with over 38 years of experience in the industry. Barry currently works with Osaic Wealth, Inc. Barry has experience working with a variety of clients, including individuals, businesses, charitable organizations, and pension plans. Barry is also a licensed insurance broker. Barry is registered in 42 states and the District of Columbia. Barry holds a Series 6, 7, 24, 63, and 66. Barry has expertise in financial planning, pension consulting, portfolio management, and educational seminars.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Holbrook NY)
NY
03/19/1999 - 09/17/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
06/14/1991 - 03/29/1999
DESCAP SECURITIES, INC. (NEW YORK NY)
MO
02/25/1991 - 05/31/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
10/16/1984 - 02/26/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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