Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Evan Cohen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Leigh has been in the industry since December 9, 1991 and is registered in 38 states and the District of Columbia. Leigh has a variety of licenses and certifications, including the Series 7, Series 31, Series 63, Series 65, and SIE exams. Leigh's areas of expertise include portfolio management, investment advice, and retirement planning. Leigh is also a general partner/managing member of Baltic Ave, LLC, a business organization that holds a second home in Nantucket, MA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
04/23/1992 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
IA
Issued 10/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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