WebButensky & Cohen Financial Security Inc is a large advisory firm based in Ponte Vedra Beach. It manages $281.32 million of regulatory assets for 968 client accounts. It has … WebHoward is currently employed by B&C Financial Advisors. The advisor has gained experience at Fidelity Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Butensky & Cohen Financial Security, Inc. Howard holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can …
Disclosure Brochure - B&C Financial Advisors
WebMar 17, 2024 · Butensky & Cohen Financial Security Inc. grew its stake in shares of CVS Health Co. (NYSE:CVS - Get Rating) by 2.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 49,048 shares of the pharmacy operator's stock after acquiring WebButensky & Cohen Financial Security Inc is an investment advisor that manages 247.3 MM dollars in regulatory AUM and has 10 employees, of which 3 perform investment … ipns ornl
Butensky Cohen Financial Security, Inc 13F Holdings SEC Filings
WebWe are B&C Financial Advisors, a registered investment advisory firm, managing assets for individuals, corporations, and trusts. Our portfolio managers have over 75 years of … WebGet reviews, hours, directions, coupons and more for Butensky & Cohen Financial Security Inc. Search for other Financial Planning Consultants on The Real Yellow Pages®. Get reviews, hours, directions, coupons and more for Butensky & Cohen Financial Security Inc at 110 Professional Dr Ste 101, Ponte Vedra Beach, FL 32082. WebAs of 12/31/2024, below is a summary of the Butensky & Cohen Financial Security Inc. top holdings by largest position size, as per the latest 13f filing made by Butensky & Cohen Financial Security Inc.. In the Butensky & Cohen Financial Security Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed … ipns slow