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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Steven Cohen is a financial advisor with over 35 years of experience in the industry. Jeffrey is a registered representative of Hightower Advisors, LLC and has been active in the financial services industry since 1986. Jeffrey is a Certified Financial Planner® professional and holds Series 6, 7, 22, 63 and 65 securities licenses. Jeffrey has been with Hightower Advisors, LLC since December of 2020. Prior to that, Jeffrey spent almost two decades with Lincoln Financial Advisors Corporation. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and treasury management for corporate clients.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
09/18/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
05/15/2001 - 12/31/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (RYE BROOK NY)
IN
05/15/2001 - 04/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 05/10/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/09/1986 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 11/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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