Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kosobucki is a financial advisor with over 18 years of experience in the industry. David is currently registered with J.P. Morgan Securities LLC and has a wide range of experience in investment management, financial planning, and retirement planning. Prior to joining J.P. Morgan Securities LLC, David was with U.S. Bancorp Investments, Inc., Ameriprise Financial Services, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. David is licensed to provide investment advice and sell securities in 19 states. David holds licenses for Series 6, 7, 63 and 65 exams and the SIE. David has experience working with a wide range of clients including individuals, corporations, high-net-worth individuals, and institutions. David is a dedicated professional committed to providing personalized financial advice to help his clients achieve their financial goals.
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 11/2/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 6/13/2005
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
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