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Heather Dawn Kozina

Paychex Securities Corp.

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About Heather Dawn Kozina

Heather Kozina is a securities professional with Paychex Securities Corp., a firm headquartered in West Palm Beach, FL. Heather has been in the financial services industry since May 2018. Heather has a Series 6, Series 63, and SIE license. Heather is registered to sell securities in all 50 states and the District of Columbia.

Firm Information

Heather Kozina is currently registered with Paychex Securities Corp.. Paychex Securities Corp. is a corporation formed in 1995 and approved in all 50 states, as well as the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

117

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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Heather Kozina’s Registration & Firm History

FL

05/07/2018 - Present

Paychex Securities Corp. (West Palm Beach FL)

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Licenses & Designations

BC

Issued 06/29/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Dawn Kozina.
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