DC
Daniel Cohen
from Macroview Investment Management LLC
Daniel Cohen is a financial advisor based in Maryland, Bethesda,
with 27 years of experience. Daniel currently works for
Macroview Investment Management LLC.
Daniel maintains a S65 license (Uniform Investment Adviser 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
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Daniel Cohen works at Macroview Investment Management LLC
Macroview Investment Management LLC is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $197,423,576 of assets under management and employs about 3 people. Macroview Investment Management LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and pension consulting fees; investment consulting fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and pension consulting fees; investment consulting fees
Office location
4800 Hampden Lane, Suite 200, Bethesda, Maryland, 20814
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