Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Ann Kozak is a registered representative of Millennium Advisors, LLC. Emily has been in the financial services industry since 2019. She holds the Series 7, Series 63 and Series 52TO securities licenses. Emily is registered in North Carolina.
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.
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NC
10/02/2023 - Present
Millennium Advisors, LLC (CHARLOTTE NC)
NC
02/06/2019 - 04/24/2023
MILLENNIUM ADVISORS, LLC (CHARLOTTE NC)
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 02/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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