Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss David Cohen is a financial advisor with over 5 years of experience in the financial industry. Ross Cohen currently works at Morgan Stanley & Co. LLC and is registered with FINRA and the states of California and New York. Ross Cohen has previously worked at Lazard Freres & Co. LLC, Torreya Capital, LLC, and Financial West Group. Ross Cohen holds the Series 63, Series 79, and SIE licenses.
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.
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.
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2
NY
11/24/2020 - Present
Morgan Stanley & Co. LLC (NEW YORK NY)
CA
07/08/2019 - 11/13/2020
LAZARD FRERES & CO. LLC (SAN FRANCISCO CA)
NY
01/02/2018 - 06/03/2019
TORREYA CAPITAL, LLC (NEW YORK NY)
NY
01/05/2015 - 12/31/2017
FINANCIAL WEST GROUP (NEW YORK NY)
BC
Issued 01/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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