Unclaimed
Brandon Cohen is an Investment Advisor Representative with MML Investors Services, LLC. Brandon has been in the industry since August 11, 2015. Brandon has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Brandon is licensed to conduct business in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Tennessee, Texas, Virginia, Washington and Wisconsin. Brandon has been employed by MML Investors Services, LLC since March 2017. Brandon was previously employed by MSI Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brandon is also an agent with an outside insurance company, and specializes in fixed annuities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
03/14/2020 - Present
MML Investors Services, LLC (New York NY)
NY
11/12/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/01/2015 - 08/31/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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