Unclaimed
David Kohan is a financial professional with over 5 years of experience in the industry. David is a registered representative with Stonex Financial Inc. David has a Series 7, Series 52, Series 63, and SIE licenses. David is registered in New York.
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
NY
09/01/2017 - Present
Stonex Financial Inc. (NEW YORK NY)
BC
Issued 10/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Kohan is the right advisor for you? Invested Better is here to help.