Joshua Kohen
Rvp-wealth Management Consultant @Ameriprise Financial Services, LLC
Chicago, IL, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
May 2015 — Present
Rvp-wealth Management Consultant @Ameriprise Financial Services, LLC
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External wholesaling of managed accounts and capital markets platforms to build wealth management solutions. Consultation, business development and optimization for Financial Advisory practices.
EDUCATION
1993
University of Wisconsin-Madison
BA, Political Science
1992 — 1992
SACI - Firenze
Excellence in Photography Award - End of Term Exhibit, Photography, Film Production
SKILLS
Financial ServicesSeries 63Asset AllocationMutual FundsFinancial PlanningFixed AnnuitiesWealthAsset ManagementFinancial AdvisoryUniform Combined State LawInvestments401kEquitiesSeries 6Series 24Financial PlannersRelationship ManagementInvestment AdvisorySecuritiesEstate PlanningRetirement PlanningFinraInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsRetirementStrategic Financial PlanningCapital MarketsSeries 7Business DevelopmentInvestment ManagementWealth ManagementPortfolio Management
ABOUT JOSHUA KOHEN
RVP-Wealth Management Consultant at Ameriprise Financial Services, Inc.
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