Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kozlowski is a financial advisor with over 15 years of experience in the industry. Edward is currently registered with Wealth Enhancement Advisory Services, LLC and holds Series 7 and 66 licenses as well as the SIE exam. Edward previously worked with First Allied Securities, Inc. and Mid Atlantic Capital Corporation. Edward offers a wide range of financial services including financial planning, portfolio management, and pension consulting. Edward works with a diverse clientele, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
07/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MD
06/27/2014 - 07/13/2021
FIRST ALLIED SECURITIES, INC. (NEW MARKET MD)
MD
10/05/2012 - 06/27/2014
MID ATLANTIC CAPITAL CORPORATION (NEW MARKET MD)
MD
08/03/2006 - 10/09/2012
SII INVESTMENTS, INC. (NEW MARKET MD)
BOTH
Issued 09/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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