Michael Kofman is a ChFC-designated registered investment advisor, based in Needham, MA, with 8 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
175 Highland Avenue, Ste 301, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an associate at Martin S. Kofman, CPA, preparing tax returns and performing accounting work for individuals and businesses. This takes about half of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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