Renee Cohen: BlackLines Advisor Resigned from Northwestern

Los Angeles financial advisor Renee Cohen (CRD# 6447089) recently resigned from Northwestern Mutual Financial Services in connection with alleged rule violations. Financial Industry Regulatory Authority records that while she is no longer registered as a broker, she is registered as an investment advisor with BlackLines Financial.

Ms. Cohen’s BrokerCheck report discloses her recent resignation from Northwestern Mutual Financial Services. Filed in June 2024, it states that she was permitted to resign during an internal review of “allegations of failure to adhere to standards of conduct related to the representative’s business practices and handling of customer accounts.”

BlackLines Financial’s website includes a page describing the firm’s services and approach to working with its clients. “We’re all about making your money grow in every way, not just through investments,” it states. “We want your overall financial well-being to flourish… As a firm, we operate on a fee-based model, ensuring transparency in our services. Our dedication lies in providing value-driven solutions.”

According to the Financial Industry Regulatory Authority and the Securities and Exchange Commission, Renee Cohen holds eight years of securities industry experience. Based in Los Angeles, California, she has been registered as an investment advisor with BlackLines Financial since May 2024. She was previously registered with Northwestern Mutual Financial Services from 2016 until 2024. Her credentials include the passage of three securities industry qualifying exams: the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the Securities Industry Essentials Examination, or SIE; and the Uniform Securities Agent State Law Examination, or Series 63. She is licensed in California. (Information current as of August 4, 2024.)

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