Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey C. Cohen is a financial advisor with Northwestern Mutual Investment Services, LLC. Jeffrey has been in the financial services industry since 2001. Jeffrey's primary office is in Ann Arbor, MI. Jeffrey is a registered representative and investment advisor representative with Northwestern Mutual Investment Services, LLC. Jeffrey's expertise is in financial planning and retirement planning.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MI
01/29/2010 - Present
Northwestern Mutual Investment Services, LLC (ANN ARBOR MI)
WI
07/27/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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