Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Anthony Kozak has been a registered investment advisor since 2001. Edward Anthony Kozak is currently associated with LPL Financial LLC, and previously held registrations with VOYA FINANCIAL ADVISORS, INC., WOODBURY FINANCIAL SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, JEFFERSON PILOT SECURITIES CORPORATION, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and CAPITAL BROKERAGE CORPORATION. Edward Anthony Kozak is registered with the state of Virginia and has been in the securities industry since 2001.
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.
Consulting and other non-discretionary advisory services
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.
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VA
04/26/2021 - Present
LPL Financial LLC (N CHESTERFIELD VA)
VA
10/31/2014 - 04/22/2021
VOYA FINANCIAL ADVISORS, INC. (North Chesterfield VA)
VA
12/19/2011 - 11/07/2014
WOODBURY FINANCIAL SERVICES, INC. (RICHMOND VA)
VA
08/01/2005 - 12/21/2011
PRINCOR FINANCIAL SERVICES CORPORATION (MOSELEY VA)
IN
07/06/2004 - 08/03/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
06/04/2002 - 07/07/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/04/2002 - 07/07/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
VA
12/07/2001 - 06/18/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 09/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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