Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Cohen is a financial advisor with over 37 years of experience in the industry. Edward is a CERTIFIED FINANCIAL PLANNER™ professional. Edward is currently registered with Cetera Investment Advisers LLC, which is a registered investment advisor with the SEC. Edward is also registered as an Investment Advisor Representative in New York. Previously, Edward was affiliated with Grove Point Investments, LLC and First Allied Securities, Inc. Edward offers a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (Port Washington NY)
NY
06/02/2008 - 10/19/2022
GROVE POINT INVESTMENTS, LLC (PORT WASHINGTON NY)
NY
06/13/2005 - 06/09/2008
FIRST ALLIED SECURITIES, INC. (PORT WASHINGTON NY)
CA
09/16/2004 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
12/16/1994 - 09/17/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
06/10/1993 - 12/20/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NY
03/06/1991 - 06/16/1993
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NY
02/08/1990 - 01/03/1991
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
12/12/1989 - 02/12/1990
V P SECURITIES, INC.
NA
03/02/1989 - 09/13/1989
VANDERBILT SECURITIES, INC.
NY
09/25/1984 - 03/10/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
IA
Issued 8/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/9/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/2/1993
Series 24 - General Securities Principal Examination
BC
Issued 5/12/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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