Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Scott Cohen is a registered investment advisor representative with Cetera Investment Advisers LLC, based in Coral Springs, FL. Evan has been in the industry since 2000 and has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Evan holds the Series 7, Series 63, Series 66, and Series 55 licenses and is registered in several states. Evan is passionate about helping clients achieve their financial goals, and is committed to providing personalized service. In addition to his work with Cetera Investment Advisers LLC, Evan is also the owner/president of CS Financial Services, Inc., an insurance and investment services firm.
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.
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
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (CORAL SPRINGS FL)
FL
07/31/2001 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
01/29/2000 - 11/10/2000
ONLINETRADING.COM (PLANTATION FL)
BOTH
Issued 5/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 1/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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