Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Kosisky is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Daniel has been in the industry since 1985. Daniel has a Series 7, Series 31, and Series 66 license as well as a SIE certification. Daniel Edward Kosisky is registered in the state of Arizona and also has several other states approved for registration including Alabama, California, Delaware, Illinois, Kentucky, Minnesota, Nevada, New Mexico, Oregon, South Carolina, Washington and Wisconsin. Before Raymond James Financial Services Advisors, Inc., Daniel Edward Kosisky has worked at several firms including UBS Financial Services Inc., Dean Witter Reynolds Inc., Everen Securities, Inc., Prudential-Bache Securities Inc., E. F. Hutton & Company Inc. and American Network Securities Corp. Daniel Edward Kosisky is also the owner of Kosisky Financial Services, an investment-related business.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
06/09/2009 - Present
Raymond James Financial Services Advisors, Inc. (MESA AZ)
AZ
01/26/2001 - 05/13/2009
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
NY
11/03/1994 - 02/07/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
02/04/1991 - 10/25/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
10/19/1987 - 02/01/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
04/02/1985 - 10/28/1987
E. F. HUTTON & COMPANY INC
NA
03/20/1985 - 03/29/1985
AMERICAN NETWORK SECURITIES CORP.
BOTH
Issued 05/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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