Unclaimed
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).
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
OH
07/19/2013 - Present
Valmark Securities, Inc. (AKRON OH)
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
Active
Inactive
F
FINRA
Not sure Elizabeth Kozenko is the right advisor for you? Invested Better is here to help.