Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey J. Kosek is a registered representative with Osaic Wealth, Inc. and has been in the financial services industry since November 2013. Jeffrey Kosek is registered in 15 states and has been with Osaic Wealth, Inc. since January 2025. Jeffrey Kosek is also licensed as an insurance agent. Jeffrey Kosek is a Series 66, Series 7, and SIE licensed individual.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/24/2025 - Present
Osaic Wealth, Inc. (ORANGE VILLAGE OH)
BOTH
Issued 12/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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