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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Jay Cohen is a financial advisor at Ameriprise Financial Services, LLC. Lewis Jay Cohen has been in the financial services industry since 1981. Lewis Jay Cohen is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in Florida and New Jersey. Lewis Jay Cohen specializes in providing financial planning, investment management, and other financial services to individuals, families, and businesses. Lewis Jay Cohen has a strong track record of success in helping clients achieve 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.
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.
Asset allocation services
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.
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2
FL
04/11/2024 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
07/01/2003 - 07/14/2014
WELLS FARGO ADVISORS, LLC (CORAL SPRINGS FL)
NY
09/25/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 09/29/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/15/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/25/1984 - 03/22/1989
DEAN WITTER REYNOLDS INC.
NA
04/12/1982 - 08/29/1984
PAINEWEBBER INCORPORATED
NA
12/03/1981 - 04/19/1982
THOMSON MCKINNON SECURITIES INC.
IA
Issued 09/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 09/14/1982
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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