Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira s.? Claim Your ProfileIra Stanley Cohen is a financial advisor who has been in the industry since 1981. Ira is currently registered with UBS Financial Services Inc. Ira's practice is based in Bakersfield, CA. Ira is also registered in Texas as a resident advisor. Previous employment history includes Southmark Financial Services, Inc., Pennsylania Securities Company, and The Paul Revere Variable Annuity Insurance Company. Ira has both Broker Dealer and Investment Advisor registrations. Ira Stanley Cohen has a wide range of experience and is well-equipped to help clients reach 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
07/03/2007 - Present
UBS Financial Services Inc. (BAKERSFIELD CA)
NA
06/23/1987 - 03/02/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/29/1978 - 03/02/1980
PENNYSYLVANIA SECURITIES COMPANY
NA
04/19/1973 - 08/29/1978
PENNSYLVANIA SECURITIES COMPANY
NA
06/11/1970 - 04/24/1972
PAUL REVERE EQUITY SALES COMPANY (THE)
NA
04/07/1970 - 04/24/1972
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1970
Series 00 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1970
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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