Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Cohen is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Robert has been working in the industry since August 1983. Robert has a wide range of experience and is registered in multiple states to provide securities and advisory services. Robert specializes in various investment areas, including financial planning, pension consulting, and educational seminars. Robert is also a managing partner at several real estate firms.
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.
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.
1
2
NY
10/08/2018 - Present
Stifel, Nicolaus & Company, Inc. (MELVILLE NY)
NY
12/12/2008 - 10/04/2018
UBS FINANCIAL SERVICES INC. (GARDEN CITY NY)
NY
04/02/2007 - 12/15/2008
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
01/22/1990 - 04/02/2007
MORGAN STANLEY DW INC. (JERICHO NY)
NA
08/23/1983 - 01/27/1990
BUTCHER & SINGER INC.
IA
Issued 06/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1983
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 08/16/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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