Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Cohn is a registered representative with Raymond James & Associates, Inc. Susan has been in the securities industry since November 27, 1980. Susan's career spans multiple firms in the financial services industry including Raymond James Financial Services, Inc., Janney Montgomery Scott LLC, and Kirlin Securities Inc. Susan is a licensed securities agent and has passed the Series 63, Series 7, and the SIE examinations. Susan specializes in financial planning, pension consulting, and educational seminars for individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
11/18/2024 - Present
Raymond James & Associates, Inc. (Garden City NY)
NY
07/09/2010 - 07/27/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (GARDEN CITY NY)
NY
05/06/2002 - 08/02/2010
JANNEY MONTGOMERY SCOTT LLC (GREAT NECK NY)
NY
11/07/1988 - 05/31/2002
KIRLIN SECURITIES INC. (SYOSSET NY)
NA
04/21/1988 - 11/02/1988
A. F. GREEN & COMPANY, INC.
NA
12/17/1985 - 04/19/1988
FIRST LONG ISLAND SECURITIES INC.
NA
11/21/1985 - 11/29/1985
BROADCHILD SECURITIES CORP.
NA
06/26/1980 - 07/10/1985
ROONEY, PACE INC.
BC
Issued 05/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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