Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Elliot Cohen is a financial professional with over 50 years of experience in the industry. George is currently a Registered Representative at World Equity Group, Inc. based in Juno Beach, FL. George has a broad range of experience in the financial industry and has held several leadership positions at other firms, including Taylor Capital Management Inc., WTS Proprietary Trading Group LLC, and Broker Dealer Financial Services Corp. George holds Series 7, Series 24, Series 4, Series 27, Series 57, Series 63 and SIE licenses.
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.
1
2
FL
07/08/2019 - Present
World Equity Group, Inc. (Juno Beach FL)
FL
02/13/2012 - 08/01/2019
TAYLOR CAPITAL MANAGEMENT INC. (JUNO BEACH FL)
NY
01/25/2012 - 08/15/2012
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
FL
01/21/2004 - 11/30/2011
BROKER DEALER FINANCIAL SERVICES CORP. (JUNO BEACH FL)
NC
02/18/2003 - 01/20/2004
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
IN
07/08/2000 - 02/25/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
02/15/1991 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
08/08/1980 - 12/06/1990
SUPERVISED FINANCIAL SERVICES, INC.
NA
04/24/1978 - 09/12/1980
MARK SECURITIES, INC.
NA
01/30/1974 - 05/21/1978
TUCKER, ANTHONY & R. L. DAY, INC.
NA
07/02/1973 - 02/28/1974
DUPONT WALSTON, INCORPORATED
NA
06/16/1971 - 07/02/1973
DUPONT GLORE FORGAN INCORPORATED
NA
12/10/1970 - 07/12/1971
WEIS SECURITIES, INC.
BC
Issued 04/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 05/19/1980
Series 24 - General Securities Principal Examination
BC
Issued 04/10/1980
F04 - Financial Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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