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Cenk Kozulcali

Charles Schwab & CO., Inc.

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About Cenk Kozulcali

Cenk Kozulcali is an investment advisor representative with Charles Schwab & CO., Inc. Cenk has been in the industry since 2005 and holds a Series 6, 7, 63, and 66 license. Cenk is also a Certified Financial Planner. Cenk has experience with FIDELITY BROKERAGE SERVICES LLC and IFMG SECURITIES, INC. and has been registered in multiple states, including New York, Texas, Arizona, California, Colorado, Connecticut, and more.

Firm Information

Cenk Kozulcali is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Cenk Kozulcali’s Registration & Firm History

NY

01/04/2020 - Present

Charles Schwab & CO., Inc. (New York City NY)

NJ

01/16/2015 - 08/29/2018

FIDELITY BROKERAGE SERVICES LLC (MILLBURN NJ)

NY

11/16/2005 - 02/11/2013

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

NY

06/09/2005 - 01/12/2006

IFMG SECURITIES, INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/29/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/08/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Cenk Kozulcali.
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