Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Cohen is a financial advisor with over 20 years of experience in the industry. Leonard is registered with Morgan Stanley and holds a Series 7, Series 6, Series 63 and Series 66 license. Leonard has previously worked with firms such as SunTrust Investment Services, Inc., SunTrust Securities, Inc., Crestar Securities Corporation, NYLIFE Securities Inc. and Pruco Securities Corporation. Leonard specializes in providing financial advice to individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, banking or thrift institutions and state or municipal government entities.
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
MD
02/12/2014 - Present
Morgan Stanley (POTOMAC MD)
MD
08/02/2006 - 12/02/2011
SUNTRUST INVESTMENT SERVICES, INC. (ROCKVILLE MD)
GA
05/26/2000 - 04/27/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
02/28/2000 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NY
03/25/1998 - 01/14/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
02/13/1998 - 03/03/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1998
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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