Unclaimed
Edward Kosarich is a financial professional with over 20 years of experience in the industry. Edward is currently registered with Franklin Distributors, LLC and has previously held positions with several other firms, including Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., IDS Life Insurance Company, and Paine Webber Incorporated. Edward holds multiple licenses, including Series 7, Series 63, Series 65, and SIE. Edward's focus is on providing clients with personalized financial advice and guidance to help them 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.
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.
1
2
FL
07/07/2021 - Present
Franklin Distributors, LLC (St. Petersburg FL)
FL
06/08/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
06/20/2005 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
MA
07/25/2001 - 10/17/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/25/2001 - 10/17/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
04/08/1999 - 07/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/08/1999 - 07/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
06/30/1997 - 03/23/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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