Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cohan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since 2006 and has a broad range of experience serving clients in various states. Michael holds multiple licenses and certifications, including the Series 7, 9, 10, 31, and 66. Michael has worked with a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
01/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SWANSEA IL)
BOTH
Issued 05/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/01/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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