Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Kozlowski is an investment advisor representative with Osaic Wealth, Inc. Carl has been in the industry since 1982 and is registered in Florida, California, Georgia, New Jersey, New York, Puerto Rico, South Carolina, Virginia, and Washington. Carl is a Chartered Financial Consultant and holds the Series 6, Series 22, Series 63, and SIE licenses. Carl is an experienced financial advisor who provides financial planning, portfolio management, and pension consulting services to a wide range of clients.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (TAMPA FL)
FL
07/07/1982 - 11/02/2018
SIGNATOR INVESTORS, INC. (MAITLAND FL)
MA
07/07/1982 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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