Unclaimed
Darrin Stuart Cohen is a financial advisor with over 25 years of experience in the industry. He is currently registered with LPL Financial LLC. His focus is on wealth enhancement and preservation, with a broad range of experience providing financial advice to individuals, families, businesses and institutions. Darrin has served clients through previous roles with Triad Advisors LLC, Kovack Securities Inc., Resource Horizons Group LLC, OneAmerica Securities, Inc., MONY Securities Corporation, Waddell & Reed, Inc., The Advisors Group, Inc., and Prudential Securities Incorporated. Darrin is also a business owner of Feed the well BBQ and Cat Security.
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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/21/2023 - Present
LPL Financial LLC (MADISON FL)
GA
12/01/2014 - 08/21/2023
TRIAD ADVISORS LLC (Alpharetta GA)
GA
10/17/2014 - 12/01/2014
KOVACK SECURITIES INC. (ALPHARETTA GA)
GA
03/30/2004 - 10/02/2014
RESOURCE HORIZONS GROUP LLC (ALPHARETTA GA)
IN
03/07/2002 - 04/03/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NY
03/22/1999 - 03/07/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
KS
11/09/1998 - 03/29/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
MD
04/16/1998 - 10/20/1998
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
03/05/1996 - 05/16/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
06/22/1994 - 05/02/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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