Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Donald Cozzi is a financial professional with over 30 years of experience in the industry. Martin has a wide range of experience having worked with firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, Copeland Equities, Inc., First Investors Corporation, and currently with Lincoln Financial Distributors, Inc.. Martin holds a Series 6, 7, 26, 63, and 66 license. Martin is currently registered with Lincoln Financial Distributors, Inc. and is actively registered in Illinois.
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.
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.
1
2
PA
07/19/2022 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
IL
12/10/2002 - 07/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCHAUMBURG IL)
NA
07/18/1989 - 12/31/1994
COPELAND EQUITIES, INC.
NA
01/10/1983 - 07/17/1989
FIRST INVESTORS CORPORATION
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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