Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alexander Cohen is a financial advisor currently registered with Level Four Advisory Services in Dallas, TX. Michael has over 20 years of experience in the financial services industry. Michael is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Michael specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Michael is also a registered representative in Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Kansas, Michigan, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Virginia, and West 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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
FL
02/08/2002 - 02/22/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARASOTA FL)
SC
09/20/2000 - 01/23/2002
SOUTHERN FINANCIAL GROUP, INC. (COLUMBIA SC)
FL
05/24/2000 - 09/19/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 09/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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