Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cohen is a financial professional with over 25 years of experience in the securities industry. Michael has a broad range of experience in the financial markets, including investment advisory and brokerage services. Michael is currently a Registered Representative and Investment Advisor Representative with Summit Trail Securities, LLC and Summit Trail Advisors, LLC. Michael has worked for a number of firms, including Lehman Brothers Inc., Wasserstein Perella Securities, Inc., J.P. Morgan Securities Inc., Barclays Capital Inc. and Purshe Kaplan Sterling Investments. Michael is a Series 3, 7, 63, and 65 licensed professional.
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.
Outsourced chief investment officer services / family office 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.
1
2
NY
10/09/2015 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
NY
10/12/2015 - 03/07/2017
PURSHE KAPLAN STERLING INVESTMENTS (New York NY)
NY
09/22/2008 - 10/22/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/07/1996 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/20/1996 - 10/03/1996
WASSERSTEIN PERELLA SECURITIES, INC. (NEW YORK NY)
NY
12/10/1992 - 02/14/1995
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 11/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 3 - National Commodity Futures Examination
BC
Issued 12/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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