Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Kosik is a financial advisor with over 30 years of experience in the industry. Irene currently works at Oppenheimer & Co. Inc. and has held previous positions at Morgan Stanley and Citigroup Global Markets Inc. Irene has a strong background in financial planning and portfolio management, and specializes in providing personalized financial advice to individuals and families. Irene is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Irene's primary focus is on helping clients achieve their financial goals, whether that is planning for retirement, saving for college, or protecting their assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (MELVILLE NY)
NY
06/01/2009 - 08/08/2016
MORGAN STANLEY (MELVILLE NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
12/12/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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