Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Cohen is a financial advisor with LPL Financial LLC in PARAMUS, NJ. Glenn has been in the financial industry since 1997 and has held previous positions at Edward Jones, Wells Fargo Advisors, LLC and Prudential Securities Incorporated. Glenn is registered to provide investment advice in 10 states and holds various securities licenses including Series 3, 7, 9, 10, 63, and 65. Glenn Cohen's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Glenn Cohen's LPL Financial LLC office is located at 461 FROM RD STE 385, 3RD FLOOR, PARAMUS, NJ 07652.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
08/03/2021 - Present
LPL Financial LLC (PARAMUS NJ)
NY
07/31/2009 - 10/30/2019
EDWARD JONES (MONSEY NY)
NY
07/01/2003 - 08/04/2009
WELLS FARGO ADVISORS, LLC (SPRING VALLEY NY)
NY
04/10/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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