Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Jay Cohn is a financial advisor with over 30 years of experience in the industry. Richard currently works with American Investors Co., a firm with over 30 years of experience in the industry, based in San Ramon, CA. American Investors Co. provides financial planning, portfolio management for individuals and businesses, and selection of other advisors services to a wide range of clients, including individuals, families, corporations, and charitable organizations. Richard has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/04/2023 - Present
American Investors Co. (SAN RAFAEL CA)
CA
12/01/2000 - 04/16/2013
AMERICAN INVESTORS COMPANY (TIBURON CA)
NV
06/07/1999 - 12/08/2000
FINANCIAL WEST GROUP (RENO NV)
CA
12/01/1993 - 06/22/1999
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
CA
07/19/1989 - 12/02/1993
BARABAN SECURITIES, INC. (LOS ANGELES CA)
NA
03/04/1986 - 10/19/1987
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
04/25/1985 - 11/05/1985
TRAFALGAR SECURITIES CORP.
BC
Issued 12/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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