Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gil? Claim Your ProfileGil Daniel Cohen is a financial professional with over 28 years of experience in the financial services industry. Gil Cohen is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. based in Fort Lauderdale, Florida. Gil Cohen has a strong track record of providing comprehensive financial advice and investment management services to individuals, families, and businesses. Gil Cohen holds the Series 6, 7, 24, 26, and 63 securities licenses, as well as the SIE designation. Gil Cohen is also a Chartered Financial Consultant (ChFC). Gil Cohen has a deep understanding of the financial markets and a commitment to helping clients 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.
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
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
05/29/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
11/21/1994 - 04/07/2015
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
02/04/2013 - 01/02/2015
NEW ENGLAND SECURITIES (FT. LAUDERDALE FL)
FL
11/02/2009 - 02/18/2010
NEW ENGLAND SECURITIES (BOCA RATON FL)
FL
11/21/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT LAUDERDALE FL)
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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