Martin Kofman is a registered investment advisor, based in Needham, MA, with 27 years of industry experience.
Location
175 Highland Avenue, Ste 301, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is a sales representative for Avantax Insurance Agency and/or Avantax Insurance Services selling equity indexed annuities, dedicating a few hours per week. He is also a partner in an investment partnership, a CPA, and has an office sharing arrangement, and sells fixed index annuities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 states
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