Ross CohenCRD Number: 6261186
Current Firm: Nadler Financial Group, Inc.
Ross Cohen (CRD# 6261186) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 4 years of experience in the finance industry. Ross 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.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Ausdal Financial Partners, Inc.||Davenport, IA||Jan 2017 - Current||1|
|Nadler Financial Group||Deerfield, IL||Nov 2016 - Current||1|
|B.c. Ziegler And Company||Chicago, IL||Feb 2015 - Nov 2016||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 Management618MILLIONS
Total Number of Accounts659ACCOUNTS
Average Account Value$938,203
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, IL, LA, MA, MD, NY, OH, TX, WI
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