MC
Matt Cohen
from West Financial Services, Inc.
Matt Cohen is a financial advisor based in Virginia, Mclean,
with 19 years of experience. Matt currently works for
West Financial Services, Inc..
Matt maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matt Cohen works at West Financial Services, Inc.
West Financial Services, Inc. is a financial advisory firm based in Mclean, Virginia. It currently has approximately $1,881,276,456 of assets under management and employs about 38 people. West Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2010 Corporate Ridge Road, Ste 530, Mclean, Virginia, 22102
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