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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Cohen is a financial advisor with over 10 years of experience in the industry. Ross is a Certified Financial Planner and holds a Series 66, Series 7TO, SIE, and Series 7 license. Ross is currently registered with Ritholtz Wealth Management, which has offices in both New York and Northfield, IL. Ross has previously worked at AUSDAL FINANCIAL PARTNERS, INC., B.C. ZIEGLER AND COMPANY, AXA ADVISORS, LLC, NADLER FINANCIAL GROUP, and BARTLETT WEALTH MANAGEMENT. Ross specializes in helping individuals, high-net-worth individuals, corporations and businesses, and retirement plans. Ross is committed to providing clients with personalized financial advice and guidance.
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.
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.
Good advice; liftoff - automated 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.
A percentage of the total value of assets under management is charged.
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2
NY
05/16/2022 - Present
Ritholtz Wealth Management (NEW YORK NY)
IL
01/05/2017 - 11/24/2020
AUSDAL FINANCIAL PARTNERS, INC. (DEERFIELD IL)
IL
02/04/2015 - 10/24/2016
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IL
12/12/2013 - 01/28/2015
AXA ADVISORS, LLC (DEERFIELD IL)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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