Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Brian Cohen is a financial advisor with Profunds Distributors, Inc. based in Bethesda, Maryland. Steven has over 20 years of experience in the financial services industry. He is registered to offer securities in California, Florida, and Maryland. Steven has a strong background in investment products and services, having passed the Series 6, 7, 24, 26, and 63 exams.
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.
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2
MD
06/12/2002 - Present
Profunds Distributors, Inc. (BETHESDA MD)
VA
12/21/1999 - 02/20/2002
FOLIOFN INVESTMENTS, INC. (MCLEAN VA)
MD
04/09/1998 - 07/28/1999
CALVERT DISTRIBUTORS, INC. (BETHESDA MD)
BC
Issued 09/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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