Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott Cohen is an investment advisor representative who is registered with MML Investors Services, LLC. Cohen has been in the securities industry since 2004 and has a broad range of experience, having previously worked for a number of firms. Cohen is licensed to provide securities and investment advisory services in several states and holds multiple professional licenses, including Series 3, 7, 10, 25, and 63. Cohen is also registered with the state of Texas as an investment advisor representative. Cohen specializes in a number of areas, including asset allocation, financial planning, portfolio management, and retirement planning. He is committed to providing his clients with the highest level of service and personalized investment advice. Cohen is also an independent insurance agent and is licensed to sell life, fixed annuities, disability, long-term care, and health insurance products.
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
NY
07/28/2023 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
05/31/2016 - 01/11/2019
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
NY
12/05/2013 - 06/03/2014
PRIME EXECUTIONS, INC. (NEW YORK NY)
NY
08/24/2011 - 11/23/2011
EMPIRE EXECUTIONS, INC. (NEW YORK NY)
NY
04/02/2009 - 09/16/2009
KABRIK TRADING LLC (NEW YORK NY)
NY
09/04/2008 - 04/01/2009
B & B SECURITIES, INC. (NEW YORK NY)
NY
03/04/2008 - 08/28/2008
CANNIZZARO, THOMAS (NEW ROCHELLE NY)
NY
10/25/2002 - 06/02/2008
TRINITY TRADING CORP. (NEW YORK NY)
NY
08/20/2003 - 03/18/2005
KALIN ASSOCIATES, INC. (KINGS POINT NY)
NY
04/28/2000 - 10/28/2002
PRECISION GROUP, INC. (NEW YORK NY)
NY
05/13/1997 - 10/13/1998
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2000
Series 25 - NYSE Trading Assistant Examination
BC
Issued 06/23/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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