Unclaimed
Jason Cohen is a Financial Advisor with Capital One Securities, Inc. in New York, New York. Jason has over 20 years of experience in the financial services industry and is licensed in a variety of states, including Connecticut, Florida, Louisiana, and Maryland. Jason has a proven track record of helping clients achieve their financial goals, and is dedicated to providing his clients with the highest level of service and expertise.
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.
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.
1
2
NY
06/27/2024 - Present
Capital ONE Securities, Inc. (New York NY)
GA
09/18/2002 - 06/01/2004
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
CA
06/29/2000 - 09/17/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BC
Issued 02/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/30/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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