Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cohen is a financial advisor with over 13 years of experience in the industry. David is currently registered with Cetera Investment Advisers LLC and holds a Series 6, Series 26, and Series 63 license. David has previously worked with Foresters Financial Services, Inc. David specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. David also offers educational seminars and helps clients select other advisors. David's professional experience includes working with a variety of client types, including individuals, high net worth individuals, corporations, and charitable organizations.
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.
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.
1
2
NY
04/12/2021 - Present
Cetera Investment Advisers LLC (YONKERS NY)
NY
01/25/2006 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Cohen is the right advisor for you? Invested Better is here to help.
