Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Cohen is a financial advisor with over 5 years of experience in the financial industry. Samuel is registered with Osaic Wealth, Inc. and is a registered representative with FINRA. Samuel holds the Series 66, Series 7TO and SIE licenses. Samuel is a Chartered Financial Analyst and specializes in financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management. Samuel has worked for several financial institutions, including BlackRock Investments LLC, Santander Securities LLC and Securities America, Inc. Samuel’s main office is located in NEW YORK, NY.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
04/13/2023 - 06/14/2024
SECURITIES AMERICA, INC. (NEW YORK NY)
MA
08/14/2020 - 04/23/2021
SANTANDER SECURITIES LLC (Dorchester MA)
MA
12/06/2019 - 07/14/2020
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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