Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeri? Claim Your ProfileJeri Fried Cohen is a financial advisor with over 30 years of experience in the financial services industry. Jeri has been registered with Wells Fargo Clearing Services, LLC since 2008 and previously held positions with Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Fidelity Brokerage Services, Inc. and Gibraltar Securities Co. Jeri is licensed in both New Jersey and Texas and holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam certification. Jeri provides a variety of investment services including portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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.
Investment consulting services to institutional 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.
1
2
NJ
01/13/2021 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
04/02/2007 - 03/31/2008
MORGAN STANLEY & CO., INCORPORATED (MORRISTOWN NJ)
NJ
07/11/1997 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
RI
10/03/1994 - 07/08/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NJ
05/19/1993 - 10/31/1994
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 09/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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