Unclaimed
Leonard Cohen is a financial advisor with Park Avenue Securities LLC. Leonard has been in the industry since 2009 and holds Series 6, 7, and 66 licenses. Leonard has several years of experience in financial planning and portfolio management. Leonard also holds a Series 63 license and has been registered with the states of Illinois, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Tennessee, Texas, and Washington. Leonard is an investment advisor representative registered with the state of Illinois and is also registered with the state of Massachusetts as an investment advisor. Leonard's professional experience includes working with a variety of clients including individuals, families, and businesses. Leonard has a strong commitment to providing personalized financial advice to help clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
12/12/2014 - Present
Park Avenue Securities LLC (MELVILLE NY)
NY
02/16/2009 - 04/29/2009
PRUCO SECURITIES, LLC. (UNIONDALE NY)
BOTH
Issued 06/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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