Unclaimed
Jeffrey Cohen has been in the financial services industry since 1993. Jeffrey is currently registered with Velocity Clearing, LLC in Boca Raton, FL and is also registered in Florida, New Jersey, and New York. Jeffrey has previously been registered with National Securities Corporation, VFinance Investments, Inc., UBS Warburg LLC, UBS Painewebber Inc., Sharpe Capital, Inc., and Nash, Weiss & Co. Jeffrey has passed the Series 7, Series 55, Series 57TO, and SIE exams.
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
FL
10/01/2019 - Present
Velocity Clearing, LLC (Boca Raton FL)
FL
03/12/2018 - 04/01/2019
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
07/30/2003 - 02/24/2018
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
NY
03/12/2001 - 04/02/2003
UBS WARBURG LLC (NEW YORK NY)
NJ
06/01/1999 - 03/12/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/27/1997 - 06/03/1999
SHARPE CAPITAL, INC. (NEW YORK NY)
NJ
08/11/1992 - 02/05/1997
NASH, WEISS & CO. (JERSEY CITY NJ)
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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