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 Registered Representative and Investment Advisor Representative with Key Investment Services LLC. Robert has over 30 years of experience in the securities industry and is registered with the state of Massachusetts. Robert has held prior positions with Wedbush Securities Inc., ITG Inc., Jefferies LLC, J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., Credit Suisse First Boston Corporation, Morgan Stanley & Co., Incorporated, Drexel Burnham Lambert Incorporated, Gruntal & Co. Incorporated, and Herzfeld & Stern Inc. Robert has specialized in Portfolio Management for Individuals and Selection of Other Advisers.
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.
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.
1
2
OH
08/24/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
09/09/2016 - 06/08/2018
WEDBUSH SECURITIES INC. (New York NY)
NY
07/15/2013 - 06/03/2016
ITG INC. (NEW YORK NY)
NY
05/07/2012 - 07/12/2013
JEFFERIES LLC (NEW YORK NY)
NY
10/01/2008 - 03/29/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/11/2002 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/22/1998 - 09/12/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
10/17/1989 - 01/30/1998
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
11/05/1985 - 10/04/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
10/01/1985 - 11/07/1985
GRUNTAL & CO. INCORPORATED
NA
07/23/1985 - 10/01/1985
HERZFELD & STERN INC.
BOTH
Issued 08/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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