Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Matthew Cohen is a financial advisor with over 20 years of experience in the industry. He is currently registered with Fiduciary Trust International, LLC, a firm specializing in providing personalized wealth management services to high-net-worth individuals, families, and institutions. Douglas has held various roles in the financial industry, including previous positions with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated.
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.
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.
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MA
02/14/2021 - Present
Fiduciary Trust International, LLC (LINCOLN MA)
CA
06/02/2021 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
NY
06/01/2009 - 05/04/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 09/15/2010
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
08/20/2003 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/26/1995 - 09/15/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/19/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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