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Martin Scott Kofman is a financial_advisor professional located in Needham, MA. They specialize in financial advisory. With over 27 years of experience, they bring deep expertise to every client.
Martin Scott Kofman - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Martin Scott Kofman operates Cetera Wealth Services, LLC in Needham, Massachusetts. With 27 years in the financial advisory field, he brings extensive experience to wealth management and financial planning. His FINRA CRD registration indicates professional standing within the financial services industry. Clients seeking guidance on investment strategies, portfolio management, and financial planning can consult with Kofman regarding their specific needs and circumstances.
Martin Scott Kofman holds a FINRA CRD (Financial Industry Regulatory Authority Central Registration Depository) license number 3146636. This registration means he is registered with FINRA, the primary regulator of financial brokers and advisors in the United States. A FINRA CRD registration indicates that the individual has passed required examinations and background checks, and is subject to ongoing regulatory oversight and compliance requirements. This registration is essential for anyone providing investment advice or managing client securities accounts, and signals adherence to industry standards and fiduciary responsibilities.