Unclaimed
Rachel Cohen is a financial professional with over 8 years of experience in the industry. Rachel is currently registered with J.p. Morgan Securities LLC, where she has been employed since December 2014. Prior to joining J.p. Morgan Securities LLC, Rachel has no recorded previous employments. Rachel is licensed with FINRA Series 16. Rachel holds a current registration in 6 states: Colorado, District of Columbia, Florida, Louisiana, Maryland, and Puerto Rico.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
12/03/2014 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 12/03/2014
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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