Timothy Cohen (CRD# 6431568) is an Investment Advisor Representative working at Huntington Financial Advisors in Chardon, OH and has over 6 years of experience in the finance industry.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 1949220
Tyler-stone Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington National Bank | Chardon, OH | Dec 2021 - Current | 2 |
| Huntington Investment Company | Columbus, OH | Mar 2017 - Current | 7 |
| The Huntington National Bank | Cleveland, OH | Nov 2016 - Dec 2021 | 5 |
| W&s Brokerage Services | Cincinnati, OH | Dec 2014 - Nov 2016 | 1 |
| Western & Southern Life | Ashtabula, OH | Nov 2014 - Nov 2016 | 2 |
| Cohens Painting & Papering | Mentor, OH | May 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2017 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- OH
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
-
Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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