Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Neal Cohen is an advisor at LPL Financial LLC, a firm with over $50 billion in assets under management. Robert has been in the industry since 1972 and has a wide range of experience. Robert holds both Series 63 and Series 65 licenses and has earned the Chartered Financial Consultant designation. Robert is also a registered representative with LPL Financial LLC and is licensed in multiple states. Robert has a history of working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. In addition to his work with LPL Financial LLC, Robert is also the owner of Cohen Financial Group, a non-variable insurance business.
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.
Consulting and other non-discretionary advisory services
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
MA
08/06/2019 - Present
LPL Financial LLC (STOW MA)
MA
01/23/2006 - 08/05/2019
KESTRA INVESTMENT SERVICES, LLC (BOLTON MA)
MA
11/10/1999 - 01/19/2006
EQUITY SERVICES, INC. (FRAMINGHAM MA)
MA
05/22/1980 - 11/09/1999
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NA
01/11/1978 - 03/08/1984
SMA EQUITIES, INC.
NA
10/02/1972 - 10/16/1977
BERKSHIRE EQUITY SALES, INC.
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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