Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Cohn is an investment advisor representative at State Farm Investment Management Corp.. Phillip has been in the financial industry since 2008. Phillip has a Series 6, Series 63, Series 65 and SIE license. Phillip is registered with the state of Georgia. Phillip is also a licensed insurance agent through Philip Cohn's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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GA
07/17/2023 - Present
State Farm Investment Management Corp. (SANDY SPRINGS GA)
IA
Issued 06/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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