Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randall? Claim Your ProfileRandall Cohen is a financial advisor with over 30 years of experience in the financial services industry. Randall has held senior positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and J.C. Bradford & Co. Randall specializes in providing financial planning and investment advice for individuals, families, and businesses. Randall is currently registered with IHT Wealth Management LLC and LPL Financial.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
03/16/2017 - Present
IHT Wealth Management LLC (Skokie IL)
IL
01/25/2010 - 03/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
SC
08/14/2000 - 01/29/2010
UBS FINANCIAL SERVICES INC. (CHARLESTON SC)
NY
12/15/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MI
08/13/1993 - 12/22/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 12/28/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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