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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Cohn has been in the financial services industry since 1979 and is currently registered with both Lincoln Investment and Capital Analysts. Theodore has a wide range of experience providing financial advice to individuals, businesses, and institutions. Theodore holds both Series 63 and 65 securities licenses and has a variety of financial designations including a Chartered Financial Consultant designation. Theodore's professional experience includes roles at several prominent firms including Signator Investors, Inc., Linsco/Private Ledger Corp., and Sun Investment Services Company. In addition to his work as a financial advisor, Theodore also owns and operates Sun Benefits, a business that provides insurance and group benefit sales. Theodore's professional expertise and experience allow him to provide clients with a comprehensive suite of financial planning and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/01/2012 - Present
Lincoln Investment (WAYNE PA)
PA
02/07/2001 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WAYNE PA)
MA
12/15/1999 - 02/07/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
SC
07/31/1997 - 11/24/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
04/16/1979 - 07/31/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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