Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark S. Cohen is a financial advisor with over 40 years of experience in the industry. Mark is a registered representative with Morgan Stanley and has a Series 66 and Series 63 license. Mark has also worked with a number of other firms over the course of his career, including LPL Financial Corporation, Mutual Service Corporation, Titan/Value Equities Group, Inc., Jonathan Alan & Co., Inc., PFG Securities, Inc., J. T. Moran & Co., Inc., Buttonwood Securities Corporation of Massachusetts, Burgess & Leith Incorporated, and Fidelity Brokerage Services, Inc. Mark's experience and expertise in the financial services industry are an asset to his clients. Mark is committed to providing his clients with the highest level of personalized service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
04/23/2020 - Present
Morgan Stanley (Boston MA)
MA
09/08/2009 - 06/24/2010
LPL FINANCIAL CORPORATION (NORFOLK MA)
MA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (NORFOLK MA)
CA
05/18/1990 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
01/17/1989 - 05/18/1990
JONATHAN ALAN & CO., INC.
NA
07/07/1988 - 01/28/1989
PFG SECURITIES, INC.
NA
05/20/1988 - 07/07/1988
J. T. MORAN & CO., INC.
NA
05/12/1982 - 05/20/1988
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
NA
04/21/1981 - 04/30/1982
BURGESS & LEITH INCORPORATED
NA
11/24/1980 - 03/13/1981
FIDELITY BROKERAGE SERVICES, INC.
BOTH
Issued 03/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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