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Marilyn Maxine Cohen

Envision Capital Management Inc.

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About Marilyn Maxine Cohen

Marilyn Maxine Cohen is an Investment Advisor Representative with Envision Capital Management Inc. Marilyn has been in the industry since 1978. Marilyn has a Series 7, Series 24, Series 53 and Series 63. Marilyn holds registrations in California and Texas and has previously worked at CAPITAL INSIGHT BROKERAGE, CANTOR, FITZGERALD & CO., INC., and WILLIAM O'NEIL & CO., INCORPORATED. Marilyn's specialization is in portfolio management for individuals. Envision Capital Management Inc. is a Registered Investment Advisor specializing in portfolio management for individuals, with approximately $358,310,983 in assets under management for 270 clients.

Firm Information

Marilyn Cohen is currently registered with Envision Capital Management Inc.. Envision Capital Management Inc. is an investment advisor registered with the SEC and located in . The firm primarily provides portfolio management services for individuals, managing approximately $358,310,983 in assets for 270 clients.

$358.31M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marilyn Cohen’s Registration & Firm History

CA

04/26/2006 - Present

Envision Capital Management Inc. (LOS ANGELES CA)

NA

02/10/1988 - 11/10/1992

CAPITAL INSIGHT BROKERAGE

NA

10/26/1979 - 03/15/1988

CANTOR, FITZGERALD & CO., INC.

NA

01/02/1979 - 11/23/1979

WILLIAM O'NEIL & CO., INCORPORATED

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Licenses & Designations

BC

Issued 05/29/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/1987

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/15/1987

Series 24 - General Securities Principal Examination

BC

Issued 12/16/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marilyn Maxine Cohen.
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