Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Alexander Cohen is an investment banking registered representative who holds Series 79TO and SIE licenses. Zachary is registered with the state of California and four other states. Zachary is employed by Needham & Company, LLC, which is a registered broker-dealer and investment advisor. The firm has offices in New York, San Francisco, and other locations.
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.
Securities research
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.
Pursuant to csa agreements
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2
CA
11/22/2021 - Present
Needham & Company, LLC (SAN FRANCISCO CA)
BC
Issued 02/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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