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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Leonard Cohn is a financial advisor currently registered with Sage Financial Group Inc. Stephen has been in the financial services industry since 1989. Stephen has also been associated with DAS Financial Services, INC., AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES in the past. Stephen is currently licensed in Pennsylvania and has been approved to provide investment advisory services. Stephen's specialties include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/27/1999 - Present
Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)
PA
11/07/2003 - 10/25/2010
DAS FINANCIAL SERVICES, INC. (W. CONSHOHOCKEN PA)
NY
07/10/1989 - 12/11/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/10/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/11/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/29/1992
Series 2 - Non-Member General Securities Examination
BC
Issued 07/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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