Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Cohen is a registered representative with Lincoln Investment in Bohemia, New York. Neil has been in the industry since June 2, 1985 and has a wealth of experience serving clients in the areas of financial planning and portfolio management. Neil has held previous positions with Legend Equities Corporation, Legend Capital Corporation, Vantage Securities, Inc., HYM Financial, Inc., Integrated Resources Equity Corporation, Christopher Weil & Company, Inc., and David Lerner Associates, Inc.
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.
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.
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2
NY
03/25/2021 - Present
Lincoln Investment (BOHEMIA NY)
FL
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
08/27/1991 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
03/19/1990 - 08/13/1991
VANTAGE SECURITIES, INC.
NJ
10/06/1989 - 03/24/1990
HYM FINANCIAL, INC. (CLIFTON NJ)
NA
11/03/1988 - 10/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
CA
10/18/1988 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC (GLENDALE CA)
NY
05/21/1985 - 10/24/1988
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 04/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1985
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
Active
Inactive
F
FINRA
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