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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Benjamin Cohen is a financial advisor with Ameriprise Financial Services, LLC. Marc Cohen has been in the financial services industry since April 4, 1990. Marc Cohen specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Marc Cohen is registered with the following states: Alabama, Arizona, Arkansas, California, District of Columbia, Florida, Georgia, Louisiana, Massachusetts, Mississippi, Montana, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia.
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
GA
06/28/2010 - Present
Ameriprise Financial Services, LLC (Alpharetta GA)
MN
09/17/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
04/05/1990 - 10/02/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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