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 at Tiaa-cref Individual & Institutional Services, LLC. Randall has been in the financial services industry since May 2002. Randall is licensed in New Jersey, New York and Pennsylvania. Randall has Series 7, 10, 9, 24, 63 and 65 licenses. Randall's specialties include financial planning and portfolio management for individuals.
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.
Compensation from affiliates
1
2
NJ
12/16/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PRINCETON NJ)
PA
10/17/2011 - 12/11/2015
FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)
PA
04/04/2007 - 01/14/2009
JANNEY MONTGOMERY SCOTT LLC (BALA CYNWYD PA)
PA
05/28/2002 - 12/06/2006
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
MA
11/09/1999 - 05/07/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NY
01/27/1999 - 08/31/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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