Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cohen is a financial advisor with over 30 years of experience in the financial services industry. Eric is registered with Stonex Advisors Inc. as an Investment Advisor Representative in both New Jersey and New York. Eric also holds Series 7, 63, and 65 licenses and is a registered Representative of Stonex Securities Inc. Eric has provided financial services to a wide range of clients, including individuals, corporations, charitable organizations and pooled investment vehicles. Eric's financial services include financial planning, portfolio management, and selection of other advisors. Eric is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Financial consulting services
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
AL
03/19/2021 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NY
01/02/2015 - 03/16/2015
METLIFE SECURITIES INC. (NEW YORK NY)
NY
12/20/1988 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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