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William Cohen

Lincoln Financial Distributors, Inc.

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About William Cohen

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.

Firm Information

William Cohen is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Cohen’s Registration & Firm History

PA

09/09/2016 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Cohen.
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