Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Cogan is an active financial advisor with Centerview Partners LLC. John has been in the industry since 1999 and is licensed in New York. Previously, John worked at Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. John holds the Series 7, 63, 24, and SIE licenses and is also a licensed Investment Banking Representative.
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.
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NY
11/07/2014 - Present
Centerview Partners LLC (NEW YORK NY)
NY
12/18/2000 - 11/04/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
12/23/1999 - 12/18/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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