Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Lawrence Cohan is an investment advisor representative for The Wealth Alliance, LLC. Seth has been in the financial industry since August 7, 1986. Seth has been with The Wealth Alliance, LLC since April 20, 2022. Previously, Seth was employed at Commonwealth Financial Network and Nathan & Lewis Securities, Inc.. Seth is registered in several states, including New York, Connecticut, Florida, Maryland, New Jersey, North Carolina, and South Carolina. Seth holds several licenses, including Series 6, 7, 26, 63, and 65. Seth specializes in providing investment advice and financial planning services to individuals, corporations, and businesses. Seth offers a variety of advisory services, including financial planning, portfolio management, pension consulting, and selection of other advisors.
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.
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
04/20/2022 - Present
THE Wealth Alliance, LLC (MELVILLE NY)
NY
01/16/2002 - 04/20/2022
COMMONWEALTH FINANCIAL NETWORK (GARDEN CITY NY)
NY
10/12/1995 - 01/18/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
02/14/1991 - 10/13/1995
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NJ
08/08/1986 - 02/14/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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