Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Marc Cohen is a financial advisor currently registered with Valic Financial Advisors, Inc. in Houston, TX. Jeffrey has been in the financial services industry for over 10 years. Jeffrey has passed several industry exams including Series 6, 7, 26, and SIE. Jeffrey has previous experience with BrightHouse Securities, LLC, MetLife Investors Distribution Company, MSI Financial Services, Inc., Wells Fargo Investments, LLC, and Waddell & Reed, Inc. Jeffrey provides financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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2
TX
09/14/2021 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
NC
03/06/2017 - 07/08/2021
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
12/21/2016 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
07/30/2014 - 12/13/2016
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
MN
09/14/2005 - 03/10/2008
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
KS
12/02/2004 - 05/23/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 08/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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