Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Lawrence Cohen is a financial advisor with Equity Services, Inc., specializing in financial planning, pension consulting, and portfolio management for individuals. Jay Cohen is a registered representative with FINRA and has been active in the industry since 1993. Jay Cohen is licensed in Florida, Georgia, Illinois, and New York. Previously, Jay Lawrence Cohen worked with Ameriprise Financial Services, Inc., MML Investors Services, LLC, Metlife Securities Inc., and Metropolitan Life Insurance Company.
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.
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.
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2
NY
03/29/2017 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
06/12/2015 - 04/06/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Jericho NY)
NY
12/01/2014 - 06/16/2015
MML INVESTORS SERVICES, LLC (EAST NORWICH NY)
NY
10/18/1993 - 11/07/2014
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
10/18/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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