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 financial advisor who has been in the industry since 1999. Currently, Daniel Cohen is registered with John Hancock Investment Management LLC and has been registered with them since 2018. In addition to his current role, Daniel Cohen has held previous roles with JOHN HANCOCK DISTRIBUTORS LLC, PRUDENTIAL SECURITIES INCORPORATED and DEAN WITTER REYNOLDS INC..
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
11/08/2018 - Present
John Hancock Investment Management LLC (BOSTON MA)
MA
12/15/2011 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
08/25/2000 - 05/09/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/08/1999 - 08/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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