Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Cohn is a financial professional with over 40 years of experience in the industry. Milton is currently registered with M Holdings Securities, Inc. and has a broad range of experience, including investment advisory and insurance sales. Milton is dedicated to providing personalized financial guidance to individuals, families, and businesses. Milton holds the Series 63, Series 7, and Series 1 licenses, as well as the SIE exam. Milton is also a Chartered Financial Consultant. Milton's areas of expertise include financial planning, pension consulting, and portfolio management. Milton is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
11/20/2012 - Present
M Holdings Securities, Inc. (PHOENIX AZ)
MA
09/22/1992 - 12/08/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
TX
05/05/1989 - 10/02/1991
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
07/08/1977 - 03/15/1989
CAPITAL ANALYSTS, INCORPORATED
BC
Issued 08/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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