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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Avram Cohen is a financial advisor at Morgan Stanley. Leonard has been in the financial services industry since 1981 and has a broad range of experience. Leonard has held positions at several firms including Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated, and Dillon, Read & Co. Inc. Leonard is registered as a broker-dealer in 40 states and an investment advisor in 2 states. Leonard has a strong record of success and is committed to providing his clients with the highest quality 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.
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
NJ
04/15/2020 - Present
Morgan Stanley (Lawrenceville NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAWRENCEVILLE NJ)
NJ
11/14/2000 - 04/02/2007
MORGAN STANLEY DW INC. (LAWRENCEVILLE NJ)
NJ
08/03/1992 - 11/30/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/28/1988 - 08/10/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
11/24/1986 - 05/07/1988
DILLON, READ & CO. INC.
NA
10/13/1981 - 12/01/1986
SELIGMAN SECURITIES, INC.
NA
07/20/1981 - 10/08/1981
SOURCE SECURITIES CORPORATION
IA
Issued 02/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/1984
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/29/1982
Series 24 - General Securities Principal Examination
BC
Issued 02/04/1982
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/1983
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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