Unclaimed
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 registered Investment Advisor Representative with Macroview Investment Management LLC in Bethesda, MD. Daniel Cohen has been in the industry since January 2010. Daniel Cohen currently holds a Series 65 license. Daniel Cohen is also registered with the states of Maryland and Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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.
Pension consulting fees; investment consulting fees
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MD
01/12/2010 - Present
MacRoview Investment Management LLC (BETHESDA MD)
IA
Issued 10/07/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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