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Matthew Cohen

Matthew Cohen

Financial Advisor

Followers of Matthew Cohen14000 followers
location of Matthew CohenFair Lawn, New Jersey, United States

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  • Timeline

  • About me

    Senior Investment Operations Associate at Empower

  • Education

    • William Paterson University of New Jersey

      2010 - 2015
      Bachelor of Science (B.S.) Financial Planning and Services

      Activities and Societies: Beta Gamma Sigma International Business Honor Society, Financial Planning Association of New Jersey (Student)

    • Liverpool High School

      1985 - 1989

    • William Paterson University of New Jersey

      2019 - 2022
      Master's of Science Personal Financial Planning

  • Experience

    • Chase Investment Services Corp

      Jun 2008 - Nov 2009
      Financial Advisor

    • OneAmerica Financial

      Jan 2010 - Jun 2011
      Financial Representative

    • American United Life

      Jan 2010 - Jan 2011
      Career Agent

    • Maffe Financial Group

      May 2011 - May 2012
      Financial Services Representative

    • Prudential Financial

      Apr 2013 - Jun 2019
      Financial Professional at The Prudential Insurance Company of America

      A Financial Professional • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

    • Dipaola Financial Group

      Jul 2019 - Apr 2020
      Financial Services Professional

    • MARG Financial

      Apr 2020 - Jun 2020
      Financial Advisor

    • Prudential Financial

      Jul 2020 - Mar 2022
      Senior Investment Operations Associate

    • Empower

      Apr 2022 - now
      Senior Investment Operations Associate

  • Licenses & Certifications

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      New York State Department of Financial Services

    • Series 7

      FINRA

    • Series 63

      NASAA

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Florida Department of Financial Services

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      NJ Department of Banking & Insurance - Real Estate Commission

  • Volunteer Experience

    • Fundraising Volunteer; Member, Board of Advisors

      Issued by American Cancer Society - New Jersey on Jun 2018
      American Cancer Society - New JerseyAssociated with Matthew Cohen