Unclaimed
Jonathan Michael Cohen is a financial professional with over 8 years of experience in the financial services industry. Jonathan currently works at Foreside Fund Services, LLC as a registered representative. Previously, Jonathan was employed by NYLIFE DISTRIBUTORS LLC. Jonathan holds FINRA Series 7 and 66 licenses. Jonathan is registered to conduct business in Connecticut, Delaware, District of Columbia, Indiana, Maryland, Michigan, New Jersey, Ohio, Pennsylvania and West Virginia.
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.
1
2
CT
06/13/2024 - Present
Foreside Fund Services, LLC (Westport CT)
NY
10/31/2014 - 10/02/2023
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 05/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Cohen is the right advisor for you? Invested Better is here to help.