Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Cohen is a financial advisor with over 25 years of experience. Glen currently works at Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Glen worked at LPL Financial LLC. Glen has a wide range of experience in the financial services industry, including investment advisory, securities brokerage, and insurance. Glen is committed to providing clients with personalized financial advice and guidance. Glen has a Series 7, Series 63, and Series 65 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.
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2
AZ
09/19/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
SC
08/20/2018 - 06/30/2023
LPL FINANCIAL LLC (FORT MILL SC)
OH
01/02/2013 - 01/05/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CO
02/01/2008 - 05/16/2012
FTAM FUNDS DISTRIBUTOR, INC. (DENVER CO)
CO
05/15/2007 - 02/01/2008
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
01/24/2007 - 05/11/2007
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
PA
05/25/2006 - 12/12/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
01/26/2006 - 05/26/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
TN
02/24/2004 - 09/28/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
TX
01/23/2001 - 07/08/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
09/02/1999 - 01/10/2001
COLEMAN & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
03/11/1998 - 06/14/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
ME
11/18/1997 - 03/10/1998
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NY
03/31/1997 - 11/11/1997
PROVIDENT ADVISERS, INC. (NEW YORK NY)
NY
07/11/1994 - 03/07/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
02/13/1990 - 07/16/1990
CENPAC SECURITIES CORP.
IA
Issued 02/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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