Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kochen is an investment advisor representative currently registered with MML Investors Services, LLC. Matthew has been working in the financial services industry for over 9 years and specializes in providing investment advice for individuals, corporations, and charitable organizations. Matthew has experience with asset allocation programs, financial planning, pension consulting, and educational seminars. Matthew is also licensed to provide investment advice in Pennsylvania. Previous firms that Matthew has worked for include Securities America, Inc., Securities Service Network, LLC, and NYLIFE Distributors LLC.
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
PA
09/22/2022 - Present
MML Investors Services, LLC (BALA CYNWYD PA)
CT
09/18/2020 - 07/08/2022
SECURITIES AMERICA, INC. (WEST HARTFORD CT)
CT
09/05/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (WEST HARTFORD CT)
NY
06/17/2014 - 08/12/2019
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
CT
07/30/2013 - 06/06/2014
SECURITIES SERVICE NETWORK, INC. (WEST HARTFORD CT)
IA
Issued 10/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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