Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Benard Cohen is an investment advisor representative with Ameritas Advisory Services, LLC. He is a registered investment advisor in Connecticut and has been in the financial services industry since 1974. Prior to joining Ameritas Advisory Services, LLC, Peter was registered with CR Broker Services, LLC, Walnut Street Securities, Inc., W.S. Griffith & Co., Inc., Phoenix Equity Planning Corporation, Home Life Insurance Company, PPS Securities Corp., and Radford Capital Corporation. He holds the Series 1, 6TO, 7TO, and SIE securities licenses.
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.
Solicitor fees
1
2
CT
11/01/2021 - Present
Ameritas Advisory Services, LLC (WEST SIMSBURY CT)
CT
01/26/2007 - 07/07/2008
CR BROKER SERVICES, LLC (SIMSBURY CT)
CT
09/17/2004 - 01/17/2007
WALNUT STREET SECURITIES, INC. (SIMSBURY CT)
CA
04/30/1999 - 09/01/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
03/15/1993 - 05/14/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
04/15/1992 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
07/15/1991 - 03/06/1992
HOME LIFE INSURANCE COMPANY
CT
07/15/1991 - 03/06/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
05/09/1983 - 01/15/1991
PPS SECURITIES CORP. (NEW YORK NY)
CT
07/13/1982 - 10/31/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
05/01/1974 - 10/31/1990
HOME LIFE INSURANCE COMPANY
NA
02/12/1985 - 12/11/1985
RADFORD CAPITAL CORPORATION
BC
Issued 12/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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