Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oren? Claim Your ProfileOren Cohen is a financial advisor registered with LPL Financial LLC. Oren has been in the industry since 2004 and holds a Series 7, Series 63, and Series 66 license, as well as the SIE exam. Previously Oren was affiliated with CROWN CAPITAL SECURITIES, L.P. and ING FINANCIAL PARTNERS, INC. Oren is located in the Encino, CA office of LPL Financial LLC. Oren's areas of specialization include: Retirement Planning, College Savings, Estate Planning, Insurance & Annuities, and Business Planning. Oren's professional focus includes financial planning, investment management, and consulting.
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.
Consulting and other non-discretionary advisory services
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
CA
05/01/2024 - Present
LPL Financial LLC (ENCINO CA)
CA
10/07/2009 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (ENCINO CA)
CA
03/31/2006 - 07/29/2009
ING FINANCIAL PARTNERS, INC. (LOS ANGELES CA)
NY
12/06/2004 - 07/11/2005
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
BOTH
Issued 06/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Oren Cohen is the right advisor for you? Invested Better is here to help.
