Harry CohenCRD Number: 1027893
Current Firm: Stavis & Cohen Financial
Harry Cohen (CRD# 1027893) is an Investment Advisor Representative working at Stavis & Cohen Financial in Houston, TX and has over 36 years of experience in the finance industry. Harry Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Fsc Securities Corporation||Houston, TX||May 2014 - Current||4|
|Stavis & Cohen Financial, LLC||Houston, TX||Sep 2009 - Current||8|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2009 - May 2014||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2009 - Sep 2009||< 1|
|Unemployed||Wynnewood, PA||Oct 2008 - May 2009||< 1|
|Brinker Capital Securities, Inc.||Radnor, PA||Jan 2000 - Oct 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1982|
|S65||NASAA Investment Advisors Law Examination||Aug 1997|
Total Assets Under Management485MILLIONS
Total Number of Accounts841ACCOUNTS
Average Account Value$576,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, LA, TX, WA
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