Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm Lee Cowen is a financial advisor with Cornerstone Advisors Asset Management, LLC, based in Bethlehem, PA. Malcolm has been in the industry since 1981. Malcolm is also affiliated with Cornerstone Institutional Investors, LLC. Cornerstone Advisors Asset Management, LLC has approximately $7.4 billion in assets under management. Cornerstone Advisors Asset Management, LLC specializes in financial planning, pension consulting, and portfolio management.
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.
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.
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
PA
02/09/2006 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
PA
06/24/1998 - 02/22/2011
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)
MA
03/11/1996 - 07/06/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
10/27/1989 - 03/11/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
05/06/1987 - 11/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/20/1981 - 05/12/1987
CAPITAL ANALYSTS, INCORPORATED
BC
Issued 11/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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