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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Marla Cohen is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Ellen has been working in the financial services industry since September 7, 2010. Ellen is registered with the state of Connecticut and Texas as an Investment Advisor Representative and holds the Series 63, Series 65, Series 7 and SIE licenses. Ellen specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Ellen has been employed with Fidelity Personal AND Workplace Advisors since July 2018. Prior to that, Ellen was employed with Fidelity Brokerage Services LLC in Fairfield, Connecticut and was unemployed from March 2005 to March 2015.
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.
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.
1
2
RI
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
NA
08/27/1991 - 02/22/1994
NOMURA SECURITIES INTERNATIONAL, INC.
NA
06/23/1987 - 09/16/1989
FIRST ALBANY CORPORATION
IA
Issued 02/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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