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Elizabeth Erin Kozenko

Valmark Securities, Inc.

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About Elizabeth Erin Kozenko

Elizabeth Kozenko is a Financial and Operations Principal, holding the Series 27 designation. Elizabeth has been in the securities industry since July 2013. Currently, Elizabeth is registered with Valmark Securities, Inc. Elizabeth is registered with the state of Ohio. Elizabeth has also passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO).

Firm Information

Elizabeth Kozenko is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Elizabeth Kozenko’s Registration & Firm History

OH

07/19/2013 - Present

Valmark Securities, Inc. (AKRON OH)

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Licenses & Designations

BC

Issued 07/19/2013

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Erin Kozenko.
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