Unclaimed
David Kosobucki is a financial advisor registered with J.P. Morgan Securities LLC. David is registered as a securities agent in Illinois and as a registered representative in Texas. David began his career in the financial services industry in 2005 and has been with J.P. Morgan Securities LLC since 2013. David provides financial planning and investment advice to individuals, businesses, pension plans and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
02/17/2016 - Present
J.p. Morgan Securities LLC (ELK GROVE VILLAGE IL)
IL
03/03/2011 - 09/04/2013
U.S. BANCORP INVESTMENTS, INC. (NILES IL)
IL
10/30/2009 - 03/14/2011
AMERIPRISE FINANCIAL SERVICES, INC. (EVANSTON IL)
IL
07/06/2005 - 11/03/2009
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/14/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 11/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Kosobucki is the right advisor for you? Invested Better is here to help.