Charles E. Cohen

A.T.B.N. PROFESSIONAL LIMITED LIABILITY COMPANY

Edmonds, WA

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CRD#: 4460289

Professional summary

Charles Edwards Cohen, CFP® is a registered financial advisor currently at A.T.B.N. PROFESSIONAL LIMITED LIABILITY COMPANY located in Edmonds, Washington.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Charles has worked at 2 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

W.P.I REAL ESTATE LICENSE NON INVESTMENT RELATED, 9500 ROOSEVELT WAY, SEATTLE WA. 98166, 3-5 HOURS A MONTH, USES REAL ESTATE INFORMATION TO SUPPLEMENT INSSURANCE BUSINESS OPERATIONS, REAL ESTATE AGENT START DATE: 1/1998

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Edwards Cohen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

October 19, 2007 - Present

A.T.B.N. PROFESSIONAL LIMITED LIABILITY COMPANY

RIA

CRD#: 139418

Edmonds, WA

Past

December 4, 2002 - September 23, 2005

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

January 25, 2002 - September 6, 2002

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(10/19/2007)

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Exams

State Security Law Exam

Series 63

Date: 1/2/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/19/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

A.T.B.N. PROFESSIONAL LIMITED LIABILITY COMPANY

CRD#: 139418 / SEC#:

Washington

Registered Investment Advisory firm - (1/2/2007 Approved)

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Contact information

Main Address

Edmonds, WA

Mailing Address

Phone number

(206) 399-1462

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles E. Cohen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Edwards Cohen's CRS (Customer Relationship Summary).

Certified licenses

Experience

A.T.B.N. PROFESSIONAL LIMITED LIABILITY COMPANY

STATE FARM VP MANAGEMENT CORP.

STATE FARM VP MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/2/2002

Series 6

Date: 1/19/2002

Current Firm

A.T.B.N. PROFESSIONAL LIMITED LIABILITY COMPANY

Contact information

Documents

Red Flags

Company Information

A.T.B.N. PROFESSIONAL LIMITED LIABILITY COMPANY

TRUST BUT VERIFY

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