Unclaimed
Carrie Cohen is a financial professional registered in five states. Carrie is currently employed by Deloitte Corporate Finance LLC. Carrie Cohen has passed the Series 79TO, Series 63, and SIE exams.
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.
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.
1
2
NC
06/28/2024 - Present
Deloitte Corporate Finance LLC (CHARLOTTE NC)
BC
Issued 01/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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