David Cohn
Registered Representative and Financial Planner
David Cohn is a qualified expert, who works in Wealthplanners & Creative Benefit Strategies as a Registered Representative and Financial Planner since 2019. David gained professional experience in more than six positions at various companies. David Cohn went to the Northwestern University and got education from 2011 to 2013. This professional has professional qualifications: Certified Financial Planner (Cfp®) and Series 7 & 66, Illinois & California Insurance Producer | Life, Health & Variable Contracts. Chicago, Illinois is the city, where this expert was lastly known to live. This professional's email address and number can be easily accessed through SoftwareOfficial by request.
Name variants:
Daved Cohn,
Dayvid Cohn,
Dave Cohn,
Davey Cohn,
Davie Cohn,
Davy Cohn
Last updated Apr 29, 2024
Contact Information
Last Update
Jul 6, 2022
Location
Chicago, IL
Company
Wealthplanners & Creative Benefit Strategies
Workplace
Registered Representative and Financial Planner
Work History
Registered Representative and Financial Planner
from Nov 2019
Senior Vice President and Infinex Investments, Inc Financial Advisor
501 south L Rogers Wells Blvd, Glasgow, KY 42141
from Jan 2003
Head Arbitrage Trader
Supervised trading activities and staff as it related to equities, options, and M&As.
Jul 1999 — Jan 2003
Head Arbitrage Trader
Engaged in equities and options trading, mergers and acquisitions (M&A) research, and risk management.
2001 — 2003
Institutional Trading and Investment Executive
Worked in institutional sales with high net worth individuals and some of the largest institutional customers on the NY stock exchange.
Jun 1998 — Jun 1999
Institutional Trading and Investment Executive
85 Broad St, New York, NY 10004
Advised customers on investment strategy in both commodities and securities as well as creating custom programs to achieve their investment goals.
Jul 1995 — Jun 1998
Education
2011 — 2013
Occupations
Financial Broker
Financial Planner
Representative
Accountant
Finance and Accounting Specialist
Executive
Senior Vice President
Financial Consultant
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Financial Services Professional
Skills
Loans
Mortgage Lending
Investments
Credit
Credit Analysis
Financial Analysis
Portfolio Management
Banking
Strategic Financial Planning
Capital Markets
Asset Managment
Equities
Loan Origination
Financial Modeling
Asset Management
Mergers and Acquisitions
Risk Management
Derivatives
Mergers
Business Development
Mortgage Banking
Commercial Banking
Real Estate
Financial Planning
Financial Services
Investment Advisory Services
Wealth Management
Investment Advisory
Finra
Mutual Funds
Investment Strategies
Cash Management
Investment Banking
Personal Financial Planning
Certified Financial Planner
Retirement Planning
401 Retirement Savings Plans
Iras
Roth Ira
Traditional Ira
Tax Deferred Exchanges
Fixed Annuities
Variable Annuities
Indexed Annuities
Life Insurance
Stocks
Bonds
Education Planning
Wealth Management Services
Asset Allocation
FAQs about David Cohn
What is the main profession of David Cohn?
The expert is a Registered Representative and Financial Planner.
What jobs is David Cohn proficient at at?
David is a professional such jobs as Financial Broker and Financial Planner.
Where does David Cohn live?
The professional currently lives in Chicago, Illinois.
Where did David Cohn work?
This expert worked at Wealthplanners & Creative Benefit Strategies, South Central Bank.
Where has David Cohn studied?
David studied at the Northwestern University from 2011 to 2013.
What are the certifications of David Cohn?
The expert received the following certifications: Certified Financial Planner (Cfp®) and Series 7 & 66, Illinois & California Insurance Producer | Life, Health & Variable Contracts.
What is the industry that David Cohn is connected to?
David works in Financial Services industry.
What are professional skills of David Cohn?
This professional has the following skills: Loans, Mortgage Lending, Investments, Credit, Credit Analysis, Financial Analysis, Portfolio Management, Banking, and Strategic Financial Planning.