Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel R. Cohen is a financial advisor associated with Pacer Financial, Inc.. Daniel has been in the financial services industry since 2019. Daniel holds the Series 7, Series 63 and SIE licenses. Daniel has worked for FORESIDE FUND SERVICES, LLC in the past. Currently, Daniel is registered to provide securities advice in Alabama, Georgia, Mississippi and Pennsylvania.
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
PA
12/08/2022 - Present
Pacer Financial, Inc. (Malvern PA)
GA
07/19/2019 - 12/08/2022
FORESIDE FUND SERVICES, LLC (Atlanta GA)
BC
Issued 10/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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