Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oded? Claim Your ProfileOded Cohen is a financial advisor with over 25 years of experience in the financial services industry. Oded currently works at Osaic Wealth, Inc. Oded's previous roles include Securities America, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., UBS FINANCIAL SERVICES INC. and SENTRY EQUITY SERVICES, INC.. Oded has a wide range of experience in the industry, including investment advice, insurance sales, securities trading and financial planning. Oded is also a registered representative and investment advisor representative in several states. Oded is committed to providing clients with personalized financial advice and strategies to help them 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
GA
06/14/2024 - Present
Osaic Wealth, Inc. (ROSWELL GA)
GA
04/21/2009 - 06/14/2024
SECURITIES AMERICA, INC. (ROSWELL GA)
GA
11/11/2005 - 04/13/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
NJ
05/31/2002 - 12/02/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
WI
04/16/2001 - 03/15/2002
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
NA
04/26/1993 - 01/02/1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.
BOTH
Issued 06/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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