Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kozun has been in the financial services industry since 1994. Edward is currently registered with United Planners' Financial Services Of America A Limited Partner. Edward is a Registered Representative and Investment Advisor Representative and has been licensed in a variety of states. Edward is a Series 7, Series 6, Series 24, and Series 63 and 65 licensed professional. Edward has also held various roles within the financial services industry including a referring agent position with Dunham Trust Co. Edward's focus areas include financial planning, investment advisory services and portfolio management.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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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2
TX
07/14/2020 - Present
United Planners' Financial Services OF America A Limited Partner (AUSTIN TX)
TX
11/06/2003 - 07/15/2020
NEXT FINANCIAL GROUP, INC. (AUSTIN TX)
NY
02/17/1994 - 09/11/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/17/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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