Ross CohenCRD Number: 6261186
Current Firm: B. C. Ziegler And Company
Ross Cohen (CRD# 6261186) is an Investment Advisor Representative working at B. C. Ziegler And Company in Chicago, IL and has over 2 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|B.c. Ziegler And Company||Chicago, IL||Feb 2015 - Current||1|
|Axa Advisors, LLC||New York, NY||Dec 2013 - Jan 2015||1|
|Unemployed||Northbrook, IL||Sep 2013 - Dec 2013||< 1|
|University Of Illinois||Champaign, IL||May 2013 - Sep 2013||< 1|
|University Of Illinois||Champaign, IL||Aug 2009 - Aug 2013||4|
|Coe Capital Management||Deerfield, IL||May 2012 - Aug 2012||< 1|
|Simplyc360.com||Chicago, IL||Jun 2011 - Oct 2011||< 1|
|Chicago Blackhawks||Chicago, IL||Jun 2009 - Aug 2011||2|
|Glenbard North High School||Northbrook, IL||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management412MILLIONS
Total Number of Accounts1,826ACCOUNTS
Average Account Value$225,791
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI
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