Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Cohen is a financial advisor with over 14 years of experience in the financial services industry. Isaac has been registered with MML Investors Services, LLC since October 2017. Prior to that, Isaac worked at Park Avenue Securities LLC and AXA Advisors, LLC. Isaac is licensed to provide financial advice in multiple states, including New York, Texas, California, and Florida. Isaac is also licensed as an insurance agent. Isaac holds a Series 7 and Series 66 license and has passed the SIE exam.
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
02/06/2018 - Present
MML Investors Services, LLC (New York NY)
NY
08/07/2013 - 11/03/2017
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/29/2009 - 08/05/2013
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 5/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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