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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 advisor with Raymond James & Associates, Inc., a firm with approximately $1 billion - $10 billion in assets under management. Michael Cohen has been in the industry since June 6, 1971 and has held registrations with both broker-dealers and investment advisors. Michael Cohen has a total of 38 state registrations and holds Series 7TO, SIE, 15, 5, PC, and 1 licenses. Michael Cohen provides financial planning, pension consulting, educational seminars, and portfolio management services to a variety of clients.
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.
Please see note in schedule d - miscellaneous
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
IL
03/05/2014 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
10/28/1975 - 03/19/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
NA
09/12/1972 - 12/05/1975
BACHE & CO INCORPORATED
NA
06/07/1971 - 10/25/1972
H. HENTZ & CO., INC.
IA
Issued 11/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 10/21/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 05/19/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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