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Martin Cohen has been licensed in the securities industry for more than fifty years and specializes in raising capital for business development stage growth companies and institutional alternative investment management companies. He was certified as a financial planner in 1977, co-founder of the Dallas Chapter of the IAFP, founder of the Dallas Chapter of the Institute of Certified Planners (ICFP), and served on the national ICFP Board. He currently serves as the EVP of Balanced Financial Securities, an investment banking broker dealer established in Dallas, Texas in 1978.
  • Description: Investment banker – boutique firm.
  • Interests: Developed International Markets, Dividend stock ideas & income, Energy stocks, Forex, Gold, REITs, Stocks - long, Stocks - short, Tech stocks
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