BK
Barbara Kogen
from Symphonic Financial Advisors LLC
Barbara Kogen is a financial advisor based in New York, New York,
with 5 years of experience. Barbara currently works for
Symphonic Financial Advisors LLC.
Barbara maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Barbara Kogen works at Symphonic Financial Advisors LLC
Symphonic Financial Advisors LLC is a financial advisor based in New York, New York. It currently has around $133,222,234 of assets under management and employs approximately 5 people. The main advice areas covered by Symphonic Financial Advisors LLC are: financial planning services, portfolio management for individuals and/or small businesses and portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and). Symphonic Financial Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
400 Park Avenue, 10th Floor, New York, New York, 10022