Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Gaston Cohen is an investment advisor representative with Wells Fargo Clearing Services, LLC. Jean has been in the securities industry since March 7, 1977, and has been registered with Wells Fargo Clearing Services, LLC since February 3, 2005. Jean has passed the Series 7, Series 63, Series 65 and SIE exams. Jean's office is located in NEW ORLEANS, LA.
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.
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.
Investment consulting services to institutional clients
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
LA
02/03/2005 - Present
Wells Fargo Clearing Services, LLC (NEW ORLEANS LA)
NY
05/20/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/22/1989 - 05/12/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
07/31/1981 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/26/1978 - 08/11/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 07/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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