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Brian Mark Kosovsky

Horizon Financial Advisors, LLC

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About Brian Mark Kosovsky

Brian Mark Kosovsky is a financial advisor with Horizon Financial Advisors, LLC. Brian has been working in the financial industry since February 13, 2020. Brian has a Series 66 license. Brian is also a registered investment advisor in Connecticut. Brian provides financial planning services to individuals and families and offers educational seminars to clients. Horizon Financial Advisors, LLC also provides portfolio management services for individuals.

Firm Information

Brian Kosovsky is currently registered with Horizon Financial Advisors, LLC. Horizon Financial Advisors, LLC is an independent registered investment advisor with over $18 million in regulatory assets under management. The firm provides financial planning, educational seminars, and portfolio management services to high-net-worth individuals and pension and profit-sharing plans.

$18.93M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Kosovsky’s Registration & Firm History

FL

01/18/2024 - Present

Horizon Financial Advisors, LLC (BOYNTON BEACH FL)

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Licenses & Designations

BOTH

Issued 12/11/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Mark Kosovsky.
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