Unclaimed
Timothy Brandon Cohen is a registered investment advisor representative at The Huntington Investment Co.. Timothy has been in the financial industry since June 10, 2015. Timothy is licensed to sell securities in Florida, North Carolina and Ohio. Timothy holds the Series 6, Series 7TO, Series 63 and Series 65 licenses and has passed the Securities Industry Essentials Examination. Timothy specializes in working with individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
11/24/2021 - Present
THE Huntington Investment Co. (CHARDON OH)
OH
01/26/2015 - 11/14/2016
W&S BROKERAGE SERVICES, INC. (ASHTABULA OH)
IA
Issued 11/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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