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 Cetera Investment Advisers LLC. Edward has been in the financial services industry since February 21, 1985, and holds the Series 7, Series 24, Series 52, Series 53, Series 63, and Series 65 licenses. Edward's firm provides advisory services to a variety of client types, including high-net-worth individuals, corporations, and charitable organizations.
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 (MELVILLE 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 08/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/12/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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