Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kogan is a financial advisor with MML Investors Services, LLC. Matthew has over 5 years of experience in the financial services industry and is registered to provide investment advice in 25 states. Matthew is a Series 66, 63, 7TO, and SIE license holder. Matthew is a registered investment advisor representative in both California and Texas and has a number of professional designations. Matthew's areas of expertise include financial planning, asset allocation, and portfolio management for individuals and businesses. Matthew has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals.
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
CA
02/11/2022 - Present
MML Investors Services, LLC (LOS ANGELES CA)
CA
02/18/2019 - 01/26/2021
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 02/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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