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Last updated: 27 days ago
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About Cohen Investment Advisors
Daniel Cohen, Certified Financial Planner & founder of Cohen Investment Advisors brings over 25 years of experience in investment management & financial planning. Previously serving as Vice President Go to full description...
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Today: 08:30AM - 05:00PM
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daniel@investwithcohen.com
Daniel Cohen, Certified Financial Planner & founder of Cohen Investment Advisors brings over 25 years of experience in investment management & financial planning. Previously serving as Vice President & Senior Portfolio Manager at UBS Financial Services & Morgan Stanley, he leads his independent advisory firm, which has grown steadily since 2013. His experiences with financial challenges help clients make informed decisions. Opinions shared by Cohen Investment Advisors may change & are not guarantees, forecasts, or investment recommendations. This general info, compiled from sources deemed reliable but not guaranteed, is not financial, legal, or tax advice. For a copy of our Form ADV Part2, please contact us or search for COHEN INVESTMENT ADVISORS, LLC on the SEC's public disclosure site using our unique identifying CRD #168595.
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