Michael CohenCRD Number: 5391655
Current Firm: Pnc Investments
Michael Cohen (CRD# 5391655) is an Investment Advisor Representative working at Pnc Investments in Charlotte, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Pnc Investments||Charlotte, NC||May 2015 - Current||2|
|Wells Fargo Advisors LLC||Charlotte, NC||Jan 2012 - May 2015||3|
|Harris Teeter, Inc.||Matthews, NC||Apr 2010 - Dec 2011||1|
|Unemployed||Charlotte, NC||Feb 2010 - Apr 2010||< 1|
|Axa Advisors, LLC||Charlotte, NC||Jul 2007 - Feb 2010||2|
|University Of North Carolina - Wilmington||Wilmington, NC||Aug 2004 - Jul 2007||2|
|Harris Teeter, Inc.||Wilmington, NC||Jun 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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