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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Brian Cohn is a financial advisor with over 30 years of experience in the industry. Lee is currently registered with Morgan Stanley in Deerfield, Illinois. Previously, Lee has held positions with MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., PRUDENTIAL SECURITIES INCORPORATED and FIRST INVESTORS CORPORATION. Lee specializes in working with individuals, high-net-worth individuals, corporations, businesses, investment companies, pension and profit sharing plans, charitable organizations, insurance companies, and state or municipal government entities. Lee can provide a wide range of financial planning services, including portfolio management, asset allocation advice, pension consulting, and selection of other advisers.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
06/01/2009 - Present
Morgan Stanley (Deerfield IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
IL
01/14/2000 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
NY
01/27/1995 - 01/12/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/24/1985 - 01/31/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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