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Alison C Cogan

MRA Advisory Group

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About Alison C Cogan

Alison C Cogan is an Investment Advisor Representative with MRA Advisory Group. Alison has been in the industry since 2014. Alison is registered with the state of New Jersey. Alison C Cogan holds Series 66, Series 7 and SIE licenses and has passed the Uniform Combined State Law Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. Alison C Cogan is a member of the Parsippany-Troy Hills Board of Education. MRA Advisory Group is a registered investment adviser with the SEC. The firm provides financial planning, portfolio management for individuals, and educational seminars. MRA Advisory Group is a Registered Investment Advisor based in Parsippany, NJ. The firm manages approximately $246,036,289 in assets for its clients. The firm specializes in the areas of Retirement Planning, College Planning, and Estate Planning.

Firm Information

Alison Cogan is currently registered with MRA Advisory Group. MRA Advisory Group is an investment advisor based in Parsippany, NJ with $246,036,289 in regulatory assets under management. The firm primarily works with high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management for individuals, and educational seminars.
MRA Advisory Group

3799 US HIGHWAY 46

PARSIPPANY, NJ 07054

$246.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alison Cogan’s Registration & Firm History

NJ

06/22/2017 - Present

MRA Advisory Group (PARSIPPANY NJ)

NJ

05/31/2017 - 12/19/2017

NIAGARA INTERNATIONAL CAPITAL LIMITED (PARSIPPANY NJ)

NJ

11/16/2015 - 06/02/2017

AMERIPRISE FINANCIAL SERVICES, INC. (PARSIPPANY NJ)

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Licenses & Designations

BOTH

Issued 11/15/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alison C Cogan.
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