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Ellen Cressy Cohen

Lincoln Financial Distributors, Inc.

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About Ellen Cressy Cohen

Ellen Cressy Cohen is a financial professional with over 25 years of experience in the industry. Ellen has a strong background in securities and investment company products, having held positions at several prominent firms including Lincoln Financial Advisors Corporation, MML Distributors, LLC, and Hartford Securities Distribution Company, Inc. Ellen is currently registered with Lincoln Financial Distributors, Inc. and is licensed to offer investment advice in Pennsylvania. Ellen holds Series 6, 7 and 63 licenses and the SIE exam.

Firm Information

Ellen Cohen is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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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Ellen Cohen’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

08/21/2019 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

MA

01/02/2013 - 08/16/2019

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

CT

02/29/2008 - 01/02/2013

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

MA

04/28/1999 - 02/29/2008

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

02/11/1998 - 04/13/1999

NEW ENGLAND FUNDS, L.P. (BOSTON MA)

MA

02/05/1997 - 10/08/1997

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

BC

Issued 03/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/13/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ellen Cressy Cohen.
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