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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cohen is a financial advisor with Thurston Springer Advisors. Daniel has been in the industry for 29 years and has experience with various financial products and services. Daniel has worked with several firms throughout their career, including UBS PaineWebber Inc. and Nations Financial Group, Inc. Daniel specializes in offering investment advice to individuals, corporations, and charitable organizations. Daniel can help you with various financial planning needs.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
11/27/2020 - Present
Thurston Springer Advisors (Deerfield IL)
IL
04/15/2016 - 07/23/2020
NATIONS FINANCIAL GROUP, INC. (Deerfield IL)
IL
11/29/2002 - 04/18/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORTHBROOK IL)
NJ
05/23/1997 - 12/17/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/08/1992 - 05/30/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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