Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Martin Cohen is an investment advisor representative with Raymond James & Associates, Inc. Michael Cohen has been in the industry since 1984. Michael Cohen is registered with FINRA and is licensed in 20 states. In addition to Raymond James & Associates, Inc. Michael Cohen has previously worked at Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Robert W. Baird & Co. Incorporated and Prudential Securities Incorporated. Michael Cohen provides financial planning and portfolio management services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and banking or thrift institutions. Michael Cohen has been registered as an investment advisor representative since 2008.
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
FL
02/13/2009 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/01/2008 - 12/05/2008
WACHOVIA SECURITIES, LLC (TAMPA FL)
FL
08/21/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TAMPA FL)
WI
08/14/1998 - 09/04/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
08/28/1995 - 08/19/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
05/23/1984 - 08/25/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
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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