Unclaimed
Jeffrey Alan Cohan is a financial advisor with over 40 years of experience in the financial services industry. Jeffrey is currently registered with Cambridge Investment Research, Inc. and has been with the firm since November 2018. Jeffrey has been registered with the Financial Industry Regulatory Authority (FINRA) since October 1979 and holds the Series 7, Series 24, and Series 63 securities licenses. Jeffrey's experience includes a previous role with OHANESIAN / LECOURS, INC. in West Hartford, Connecticut. Jeffrey is registered to provide securities services in Arizona, California, Connecticut, Delaware, Florida, Maine, Massachusetts, Michigan, Missouri, New Hampshire, New York, Pennsylvania, South Dakota, Texas, and Washington.
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
CT
11/09/2018 - Present
Cambridge Investment Research, Inc. (Farmington CT)
CT
06/13/2006 - 12/14/2018
OHANESIAN / LECOURS, INC. (WEST HARTFORD CT)
CT
10/01/1992 - 06/02/2006
BUELL SECURITIES CORP. (GLASTONBURY CT)
MA
07/20/1988 - 10/05/1992
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
NA
10/23/1984 - 07/19/1988
NORTH AMERICAN INVESTMENT CORP.
NA
10/24/1979 - 11/02/1984
DENTON & COMPANY, INCORPORATED
BC
Issued 03/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Cohan is the right advisor for you? Invested Better is here to help.