Investment Advisor
Abram Ozeck is an Investment Advisor and a key contributor to the Investment Policy Committee at Cooper Financial Services, Inc., a federally Registered Investment Advisory firm. He is also an Investment Company and Uniform Securities Agent with CFS Securities, Inc., an affiliated Broker/Dealer and member of FINRA/SIPC. With nearly a decade of experience as an insurance specialist and extensive analytical work supporting financial advisors, Abram has developed a deep understanding of the industry and a proven track record in crafting effective financial strategies.
As a member of the Investment Policy Committee, Abram plays a critical role in developing research-driven strategies that align with clients’ long-term financial goals. His expertise spans asset preservation, individual wealth management, estate planning, Medicaid planning, group benefits, key man policies, disability protection, and long-term care planning. His focus on precision and customization ensures that every client benefits from a tailored approach rooted in rigorous analysis and a commitment to excellence.
Abram is a licensed agent for a wide range of products (fixed, variable, Medicaid-compliant, indexed, and secondary market), as well as life and health insurance, long-term care, disability protection, and specialized plans such as 412(e)(3) and key man insurance. He works with top-rated carriers across the United States, ensuring clients have access to the highest-quality products and solutions.
A resident of Stratford, CT, Abram is actively involved in local nonprofits and networking organizations, reflecting his dedication to both professional excellence and community engagement. His strategic mindset and commitment to service make him an integral part of Cooper Financial’s team and the Investment Policy Committee, where he helps clients navigate complex financial decisions with clarity and confidence.
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.