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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Cohen is a financial advisor with Raymond James & Associates, Inc., with 17 years of experience in the financial industry. Benjamin has a strong track record of providing financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Benjamin is a Certified Financial Planner and holds the Series 7, Series 66 and SIE licenses. Benjamin has been registered with the state of Illinois since 2014 and is also registered in Texas. Benjamin's office is located at 303 East Wacker Drive, Suite 2103, Chicago, IL 60654.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
02/28/2014 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
08/15/2006 - 03/19/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 08/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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