Unclaimed
Paul Ian Cohen is an investment advisor representative for Marest Capital, LLC. Paul has been in the industry since 1990 and is registered in California and Texas. Paul is also the president and registered agent of TWC Sports Management, a company not related to his investment activities. Paul specializes in providing financial planning services and selection of other advisors. He manages accounts for individuals and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/15/2022 - Present
Marest Capital, LLC (TARZANA CA)
IA
Issued 11/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Paul Cohen is the right advisor for you? Invested Better is here to help.