Unclaimed
Dennis Alan Cohan is a registered investment advisor representative with MML Investors Services, LLC, located in HOUSTON, TX. Dennis has been in the financial services industry since November 25, 1996. Dennis has passed the Series 6, Series 63, and SIE exams and is registered in Texas and Oregon. Dennis Cohan also owns and operates Cohan Insurance Group, Inc. and CORE Benefit Services, Inc. which provides insurance brokerage services in Houston, TX.
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
TX
02/07/2007 - Present
MML Investors Services, LLC (HOUSTON TX)
TX
02/28/2002 - 12/20/2006
NEW ENGLAND SECURITIES (HOUSTON TX)
NE
06/01/2000 - 03/18/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CT
12/16/1998 - 06/02/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NE
08/28/1997 - 12/14/1998
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
11/25/1996 - 09/09/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 11/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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