Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Cohler is a financial advisor registered with United Planners' Financial Services of America A Limited Partner. Michael has been in the financial industry since May 24, 1983. Michael is registered as an investment advisor representative in New Jersey. Michael has also worked with other firms, including The Investment Center, Inc., AMA Investment Advisers, Inc., Dean Witter Reynolds Inc., and Kidder, Peabody & Co. Incorporated.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/26/2002 - Present
United Planners' Financial Services OF America A Limited Partner (MARLTON NJ)
NJ
11/06/1991 - 03/01/1995
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
IL
01/28/1991 - 11/12/1991
AMA INVESTMENT ADVISERS, INC. (CHICAGO IL)
NY
01/27/1988 - 01/31/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/25/1983 - 02/09/1988
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 06/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1989
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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