Unclaimed
Stevan Mark Cohen is a financial professional with over 28 years of experience in the industry. Stevan is currently registered with Lincoln Financial Distributors, Inc. and holds the Series 6, 26, and 63 licenses, as well as the SIE designation. Stevan has previously been registered with Lincoln Financial Advisors Corporation and Aetna Investment Services, Inc. Stevan is registered in New York and Texas.
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.
1
2
CT
12/31/2000 - Present
Lincoln Financial Distributors, Inc. (HARTFORD CT)
IN
01/04/1999 - 12/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
08/16/1994 - 01/12/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 09/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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