Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kozick is a financial professional with over 15 years of experience in the investment industry. Currently, Aaron Kozick is a Registered Representative with Towers Watson Investment Services, Inc., focusing on providing investment advice and consulting. Aaron Kozick has held previous positions with KESTRA INVESTMENT SERVICES, LLC, CETERA ADVISOR NETWORKS LLC, VANGUARD MARKETING CORPORATION, and NYLIFE SECURITIES INC. Aaron Kozick holds Series 6, 7, 63, and 66 securities licenses. Aaron Kozick specializes in providing investment consulting, pension consulting, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
See schedule d, miscellaneous, for a description of other advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fee based on a percentage of assets advised on
1
2
PA
10/24/2024 - Present
Towers Watson Investment Services, Inc. (Newtown Square PA)
NY
03/03/2016 - 09/18/2023
KESTRA INVESTMENT SERVICES, LLC (NY NY)
NY
01/08/2015 - 12/22/2015
CETERA ADVISOR NETWORKS LLC (NEW YORK NY)
PA
07/05/2006 - 11/21/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
RI
10/28/2005 - 06/23/2006
NYLIFE SECURITIES INC. (PROVIDENCE RI)
BOTH
Issued 11/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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