Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Todd Cohen is a Registered Representative and Investment Advisor Representative with World Equity Group, Inc. Donald has been in the securities industry since 2001. Donald is a Certified Public Accountant and has been a self-employed Certified Public Accountant since 1982. Donald is a Series 3, 7, and 66 licensed representative and has been registered in Connecticut, Florida, Georgia, Illinois, Massachusetts, New Jersey, and New York. Donald is a member of the Financial Industry Regulatory Authority, Inc. (FINRA).
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
IL
09/13/2023 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
FL
01/04/2006 - 11/04/2011
REGAL SECURITIES, INC. (DEERFIELD BEACH FL)
MO
10/04/2004 - 01/03/2006
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
NY
09/25/2001 - 10/13/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
11/23/1988 - 02/23/1989
H.G. WEXLER, INC.
BOTH
Issued 10/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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