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Tracy Cohen, CRPC®, CDFA®, CFP®

Tracy Cohen, CRPC®, CDFA®, CFP®

Sr. Vice President of Investments

Tracy Cohen serves as Sr. 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), Certified Divorce Financial Analyst (CDFA™) and Certified Financial Planner (CFP®).

Tracy lives in Huntington, NY with her family.

Tracy can be reached at (800) 935-1899

National Asset Management, Inc. Brochure

https://www.yournational.com/women-of-national-spotlight/2018/05/08/qa-with-tracy-cohen/