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 advisor with over 40 years of experience. Michael has a Series 3, Series 7, and Series 63 license. Michael has been registered with Stifel, Nicolaus & Company, Inc. since 2021. Previously, Michael was registered with Ryan Beck & Co., Gruntal & Co., L.L.C. and other firms. Michael is active in both the Broker-Dealer and Investment Advisor spaces. Michael specializes in financial planning and portfolio management for businesses and individuals. Michael is also an active participant in the industry, offering educational seminars and selecting other advisors when needed.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (UNIONDALE NY)
NY
02/14/1985 - 05/15/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
01/21/1985 - 02/12/1985
GRUNTAL & CO. INCORPORATED
NA
01/27/1984 - 01/18/1985
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
08/09/1982 - 01/10/1984
BUTCHER & SINGER INC.
NA
12/13/1981 - 08/26/1982
ROONEY, PACE INC.
IA
Issued 12/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1985
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities 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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