Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Cohen is a financial professional with over 37 years of experience in the financial services industry. Debra is currently registered with Ameriprise Financial Services, LLC as a Registered Representative and Investment Advisor Representative. Previously, Debra worked with Wells Fargo Clearing Services, LLC and held positions with Sutro & Co. Incorporated, Smith Barney Inc., Lehman Brothers Inc., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Debra has a diverse background and holds licenses for various financial products and services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NV
08/29/2022 - Present
Ameriprise Financial Services, LLC (Henderson NV)
NV
01/18/2002 - 08/31/2022
WELLS FARGO CLEARING SERVICES, LLC (HENDERSON NV)
CA
06/14/1996 - 01/23/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
07/31/1993 - 07/08/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
07/16/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/25/1989 - 06/17/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/24/1985 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 04/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 06/27/1985
Series 5 - Interest Rate Options Examination
BC
Issued 06/24/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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