Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cohen is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with J.P. Morgan Securities LLC. Brian has previously worked with CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., YANKEE FINANCIAL GROUP, INC., MANTIS SECURITIES, INC., COLEMAN & COMPANY SECURITIES, INC., and R.D. WHITE & CO., INC. Brian holds the Series 63, Series 66, Series 7, and SIE licenses. Brian's specializations include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
10/01/2012 - Present
J.p. Morgan Securities LLC (BELLEVUE WA)
WA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLEVUE WA)
WA
02/03/2003 - 05/02/2009
WAMU INVESTMENTS, INC. (BELLEVUE WA)
NY
08/08/2002 - 11/01/2002
YANKEE FINANCIAL GROUP, INC. (MELVILLE NY)
NY
11/07/2000 - 08/02/2002
MANTIS SECURITIES, INC. (LEVITTOWN NY)
NY
03/23/1999 - 11/07/2000
COLEMAN & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
12/24/1998 - 03/26/1999
R.D. WHITE & CO., INC. (NEW YORK NY)
BOTH
Issued 03/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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