Unclaimed
William Cohen is a registered representative with Lincoln Financial Distributors, Inc. William has been in the securities industry for over six years, beginning in September 2016. William is licensed to sell securities in Pennsylvania. William is a Series 6 and Series 63 licensed representative, and is also licensed with the Securities Industry Essentials (SIE) exam.
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.
1
2
PA
09/09/2016 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
BC
Issued 11/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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