Unclaimed
Laura Cohn is a financial advisor with over 14 years of experience in the financial services industry. Laura is currently registered with LPL Financial LLC in Glencoe, Illinois. Previously, Laura was registered with Citigroup Global Markets Inc. in Skokie, Illinois and J.P. Morgan Securities LLC in Evanston, Illinois. Laura holds the Series 6, 7, 63 and 65 securities licenses, as well as the SIE.
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.
Consulting and other non-discretionary advisory services
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
IL
04/22/2024 - Present
LPL Financial LLC (GLENCOE IL)
IL
04/12/2023 - 04/26/2024
CITIGROUP GLOBAL MARKETS INC. (SKOKIE IL)
IL
06/28/2016 - 04/04/2023
J.P. MORGAN SECURITIES LLC (EVANSTON IL)
IL
01/01/1994 - 06/19/1996
MESIROW FINANCIAL, INC. (CHICAGO IL)
NA
10/27/1993 - 01/01/1994
MESIROW INVESTMENT SERVICES, INC.
IL
08/01/1989 - 12/05/1991
MESIROW FINANCIAL, INC. (CHICAGO IL)
NA
06/21/1988 - 08/01/1989
MESIROW CAPITAL, INC.
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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