Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cohn is a financial professional with over 20 years of experience in the financial services industry. David is currently registered with Steward Partners Investment Advisory, LLC in Texas. Previously, David was employed at Raymond James & Associates, Inc., Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. David has a wide range of experience in financial planning, portfolio management, and investment advisory services. David is a CERTIFIED FINANCIAL PLANNER™ professional. David is committed to providing clients with personalized financial advice and solutions that meet their individual 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.
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.
Financial consulting
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.
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2
NY
07/03/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
07/09/2018 - 07/21/2022
RAYMOND JAMES & ASSOCIATES, INC. (SAN ANTONIO TX)
TX
07/01/2003 - 07/12/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
NY
05/16/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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