Unclaimed
Evan Cohen is a financial professional with over 20 years of experience in the financial services industry. Evan is currently registered with Sanford C. Bernstein & Co., LLC. Evan has previously held positions with Goldman, Sachs & Co. and APS Financial Corporation. Evan holds the Series 66, Series 7, and SIE licenses. Evan is licensed to provide investment advice and services in Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d, miscellaneous
1
2
NY
08/28/2015 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
NY
12/05/2002 - 04/15/2015
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
07/31/2002 - 11/06/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
TX
06/01/2001 - 06/27/2002
APS FINANCIAL CORPORATION (AUSTIN TX)
BOTH
Issued 11/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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