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Michael Roman Kocay

Cigna Benefits Financing, Inc.

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About Michael Roman Kocay

Michael Roman Kocay is a registered representative and investment advisor representative with Cigna Benefits Financing, Inc. Michael has been in the securities industry since March 1, 2011 and holds the Series 6, Series 63, SIE and Series 99TO licenses. Michael is currently registered with the state of Connecticut.

Firm Information

Michael Kocay is currently registered with Cigna Benefits Financing, Inc.. Cigna Benefits Financing, Inc. is a Connecticut corporation formed on February 12, 2010. It is registered with the Securities and Exchange Commission and the state of Connecticut.

Not reported

Assets Under Management

Not reported

Total Clients

15

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.

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.

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Michael Kocay’s Registration & Firm History

CT

03/01/2011 - Present

Cigna Benefits Financing, Inc. (BLOOMFIELD CT)

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Licenses & Designations

BC

Issued 06/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Roman Kocay.
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