Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Cohen is a financial advisor with Avantax Advisory Services. Jonathan has been in the industry since August 2009, and has experience in both the insurance and financial services industries. Jonathan's expertise includes financial planning, portfolio management, and insurance sales. Jonathan has a strong track record of providing personalized financial advice to help clients achieve their financial goals. Jonathan is committed to building strong relationships with clients and providing them with the highest level of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
02/01/2024 - Present
Avantax Advisory Services (Rockville MD)
MD
07/29/2009 - 11/16/2009
GENWORTH FINANCIAL SECURITIES CORPORATION (GAITHERSBURG MD)
BOTH
Issued 09/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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