Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven A. Cohen is an investment advisor representative with MML Investors Services, LLC, based in Shelton, Connecticut. Steven has been in the industry since 1995. Steven has experience with a variety of firms including J.P. Morgan Securities LLC, MetLife Securities Inc., and IFMG Securities, Inc. Steven offers various advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Steven also works for the firm Massachusetts Mutual Life Insurance Company. Steven works as a shopper for Instacart.
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
CT
04/16/2018 - Present
MML Investors Services, LLC (SHELTON CT)
CT
03/03/2016 - 01/09/2018
J.P. MORGAN SECURITIES LLC (DANBURY CT)
CT
06/28/2004 - 02/11/2016
METLIFE SECURITIES INC. (SHELTON CT)
CT
06/28/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROOKFIELD CT)
NY
02/07/1997 - 06/22/2004
IFMG SECURITIES, INC. (PURCHASE NY)
NY
12/21/1994 - 01/28/1997
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 06/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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