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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Kosar is a financial advisor with over 24 years of experience in the financial services industry. Douglas has been with Morgan Stanley since 2009. Douglas previously worked at Citigroup Global Markets Inc. from 1998 to 2009 and Salomon Brothers Inc. from 1998 to 1998. Douglas is registered with FINRA and holds the Series 7, Series 63, and SIE licenses. Douglas also holds a registration with the state of Texas and New York. Douglas offers a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning. Douglas is committed to providing his clients with personalized financial advice and services that are tailored to their individual needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/04/2014 - Present
Morgan Stanley (Garden City NY)
NY
04/16/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/16/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
11/14/1996 - 10/10/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BC
Issued 11/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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