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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Eric Cohen is an investment advisor representative at North Star Investment Management Corp. Bradley has been in the securities industry since 1997. Bradley holds the Series 63, 65, and 7 licenses and the SIE designation. Bradley’s experience includes working at North Star Investment Services, Inc. and Mid Atlantic Capital Corporation. Bradley’s current registrations are in Illinois and Texas.
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.
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.
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
05/14/2013 - Present
North Star Investment Management Corp. (CHICAGO IL)
IL
10/22/2016 - 12/31/2018
MID ATLANTIC CAPITAL CORPORATION (HIGHLAND PARK IL)
IL
10/24/2006 - 10/22/2016
NORTH STAR INVESTMENT SERVICES, INC. (HIGHLAND PARK IL)
FL
10/01/2002 - 10/02/2002
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
WI
11/13/1998 - 10/01/2002
LISS FINANCIAL SERVICES (MILWAUKEE WI)
IL
03/11/1998 - 07/14/1998
R. D. KUSHNIR & CO. (NORTHBROOK IL)
IA
Issued 04/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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