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 Wells Fargo Advisors Financial Network, LLC. David has been in the financial services industry for over 16 years, with experience at both Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. David has a Series 7, Series 66, and SIE license and is registered in 27 states. David specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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GA
05/21/2015 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
01/01/2008 - 05/21/2015
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
08/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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