Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cohen is a financial advisor with over 40 years of experience in the financial services industry. Robert has been with Morgan Stanley since 2009. Prior to that, Robert was employed with Citigroup Global Markets Inc. for 14 years, Lehman Brothers Inc. for four years, and Paine Webber Incorporated for six years. Robert has a broad range of experience in the financial services industry, including securities, investments, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/12/2018 - Present
Morgan Stanley (Melville NY)
NY
01/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
07/31/1993 - 02/04/2008
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
09/11/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
12/07/1983 - 09/29/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/27/1978 - 12/20/1983
PRUDENTIAL-BACHE SECURITIES INC.
BOTH
Issued 07/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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