Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Cohn is a financial advisor with Wells Fargo Clearing Services, LLC. Marc has been in the industry since 2005, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. Bancorp Investments, Inc., U.S. Bancorp Piper Jaffray Inc., MML Investors Services, Inc., and American Express Financial Advisors Inc.. Marc has a Series 7, Series 63, and Series 66 license. Marc is registered with the state of Minnesota. Marc is also a Certified Financial Planner.
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.
Investment consulting services to institutional clients
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.
1
2
MN
10/26/2016 - Present
Wells Fargo Clearing Services, LLC (HOPKINS MN)
MN
01/13/2015 - 04/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYZATA MN)
MN
11/03/2004 - 04/20/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
06/05/2000 - 12/31/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MA
08/17/1998 - 12/23/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
08/31/1992 - 08/12/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/1992 - 08/12/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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