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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Mitchell Cohen is a financial advisor at Ameriprise Financial Services, LLC. Wayne is a seasoned professional with over 40 years of experience in the financial services industry. Wayne is dedicated to providing personalized financial guidance to help clients achieve their financial goals. Wayne has a wide range of experience working with clients across various financial needs, from individuals to 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.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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WA
07/11/2024 - Present
Ameriprise Financial Services, LLC (Kingston WA)
WA
07/22/2022 - 07/15/2024
B. RILEY WEALTH MANAGEMENT (PORT ORCHARD WA)
WA
10/16/2007 - 07/22/2022
NATIONAL SECURITIES CORPORATION (PORT ORCHARD WA)
WA
04/19/2002 - 10/17/2007
FIRST MONTAUK SECURITIES CORP. (PORT ORCHARD WA)
MO
08/02/1994 - 05/08/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
04/02/1991 - 08/05/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 04/10/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
12/16/1987 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
09/26/1986 - 12/21/1987
THOMSON MCKINNON SECURITIES INC.
NA
04/11/1985 - 01/06/1986
B.O.C.L. SECURITIES CORP.
NA
08/24/1983 - 03/19/1985
MORGAN, OLMSTEAD, KENNEDY & GARDNER, INCORPORATED
BC
Issued 05/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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