linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matt Cohen

West Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matt? Claim Your Profile

About Matt Cohen

Matt Cohen is a financial advisor with West Financial Services, Inc. located in McLean, Virginia. Matt has been in the financial services industry since 2004. Matt is registered with the state of Virginia and holds the Series 63, 65, 7, and SIE licenses. Matt is a Certified Financial Planner (CFP). Matt focuses on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Matt Cohen is currently registered with West Financial Services, Inc.. West Financial Services, Inc. is an investment advisor registered with the SEC. It is headquartered in McLean, VA and manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and pension consulting services.
West Financial Services, Inc.

2010 CORPORATE RIDGE ROAD

MCLEAN, VA 22102

$2.57B

Assets Under Management

43

Total Clients

20

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matt Cohen’s Registration & Firm History

VA

10/22/2015 - Present

West Financial Services, Inc. (MCLEAN VA)

NC

07/29/2013 - 09/18/2015

LPL FINANCIAL LLC (Charlotte NC)

MD

06/10/2009 - 02/27/2012

FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)

MA

06/17/2004 - 10/08/2004

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

Not sure if Matt Cohen is right for you?

Licenses & Designations

BC

Issued 07/09/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/13/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matt Cohen.
Not sure if Matt Cohen is right for you?