At North Shore Wealth Management we take pride in helping our clients manage and build their financial assets.

CONNECT

Address:

255 Executive Dr Ste. 305
Plainview , NY 11803

Phone:

(800) 935-1899,,(516) 870-0809

Fax/Other:

516 576-8572

Tracy Cohen

Tracy Cohen

Senior Vice President of Investments CRPC ®, CSSCS


Tracy Cohen serves as Senior Vice President of Investments at North Shore Wealth Management, LLC / National Securities Corporation. With over 29 years of experience in the securities industry Tracy holds her Series 7 (General Securities Representative), Series 63 (Uniform Investment Advisor Law Exam) Series 65 (Investment Advisor Representative), New York State Life and Health Insurance licenses in addition to the professional designations of Chartered Retirement Planning Counselor (CRPC) and Certified Social Security Claiming Strategist (CSSCS).

Tracy lives in Huntington, NY with her family.

Tracy can be reached at (800) 935-1899


Phone 800-935-1899
Fax 516-576-8572
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck