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Elizabeth Bonifacio cohan

Redi Global Technologies LLC

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About Elizabeth Bonifacio cohan

Elizabeth Bonifacio cohan is a financial advisor currently affiliated with Redi Global Technologies LLC. Elizabeth has been in the financial industry since October 1, 1998, and has a strong background in the securities industry. Elizabeth has passed a number of industry exams including the Series 7, Series 6 and the Series 63. Elizabeth holds a current registration with the state of New York.

Firm Information

Elizabeth Bonifacio cohan is currently registered with Redi Global Technologies LLC. Redi Global Technologies LLC is a Limited Liability Company formed in September 1996 and registered in all 50 states, as well as Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Elizabeth Bonifacio cohan’s Registration & Firm History

NY

12/03/2018 - Present

Redi Global Technologies LLC (New York NY)

NY

09/02/2015 - 01/11/2017

CFWP SECURITIES, LLC (NEW YORK NY)

NY

06/04/2015 - 08/11/2015

PURSHE KAPLAN STERLING INVESTMENTS (New York NY)

NY

10/07/2014 - 04/23/2015

CFWP SECURITIES, LLC (NEW YORK NY)

NY

08/02/2005 - 06/24/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MO

09/24/2004 - 07/13/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

06/18/2003 - 07/22/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

01/03/2003 - 05/29/2003

FAHNESTOCK & CO. INC. (NEW YORK NY)

NY

06/17/2002 - 01/03/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

02/01/2000 - 10/17/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

CA

07/30/1999 - 02/01/2000

HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)

CA

04/02/1998 - 07/07/1999

VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)

NY

04/23/1996 - 04/03/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

CA

05/19/1995 - 04/11/1996

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 07/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/1995

Series 7 - General Securities Representative Examination

BC

Issued 05/17/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Bonifacio cohan.
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