Abram Ozeck Is an Investment Advisor of Cooper Financial Services, Inc., Investment Company and Uniformed Securities agent of CFS Securities, Inc., an affiliated Broker/Dealer and member of FINRA/SIPC. Abram has been an insurance specialist for the better part of a decade and has been doing analytical work for the advisors in tandem with their planning. Moving into the investment side over the last few years Abram has proved his knowledge of the industry. Specializing in asset preservation, individual wealth management, estate planning, Medicaid planning needs, group benefits, key man policies, disability protection and long-term care planning.
In addition, Abram is a licensed agent for Annuity products (fixed, variable, Medicaid compliant, indexed and secondary market), life and health insurance, long-term care, employment and divorce disability insurance, end of life, 412(e)(3) plans, key man, all with top-rated insurance carriers throughout the US.
Abram is a resident of Stratford, CT and is active in the area with many nonprofits and networking affiliations.
Registrations, Licenses, Certifications, Affiliations:
Series 65 (State Law), FINRA Series 6 (Securities Representative), FINRA Series 63 (State Law), and State Insurance licenses, Partnerships long term care accredited, Napa 401(k) accredited, and NAIFA.
Charitable Work and Volunteering:
Board of Directors of Agency on Aging of South Central Connecticut, Planning and Allocation committee and Board of Directors of Greater New Haven Jewish Federation, Board of Directors Temple Beth Sholom, President of Young Jewish Professionals of New Haven, Gotham Networking Group, Pulse New Haven, CT Special Olympics, New Haven Soup Kitchen, and New Haven Food Pantry. Recipient of Jewish Young Leaders award. Tower One/Tower East Volunteer.
Broker-Dealer Affiliation:
CFS Securities, Inc., Member of FINRA/SIPC.