Saul Cohen (CRD# 1913720) is an Investment Advisor Representative working at Wealth With Wisdom Advisors, Inc. in Palm Beach Gardens, FL and has over 35 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gemini Club Condo Association | North Palm Beach, FL | Feb 2016 - Current | 8 |
| Wealth With Wisdom Advisors, Inc. | Palm Beach Gardens, FL | Jul 2014 - Current | 9 |
| Saul Cohen Dba Wealth With Wisdom Financial Services | Palm Beach Gardens, FL | Dec 1998 - Current | 25 |
| Saul Cohen | Palm Beach Gardens, FL | Mar 2012 - Dec 2016 | 4 |
| Park Avenue Securities LLC | New York, NY | May 1999 - Sep 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1989 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CO
- FL
- NJ
- NY
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
CO, FL, NJ, NY, TX
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