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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Mark Kosovsky is a financial advisor currently registered with Horizon Financial Advisors, LLC. Joel has been in the financial services industry since January 3, 1999. He holds a Series 7, 24, and 66 license. Joel is also a Certified Financial Planner and a Personal Financial Specialist. Joel has a history of working with clients, including high-net-worth individuals and pension and profit-sharing plans. Joel provides financial planning services, educational seminars, and portfolio management services to individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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FL
01/18/2024 - Present
Horizon Financial Advisors, LLC (BOYNTON BEACH FL)
CT
01/04/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (WEST HARTFORD CT)
BOTH
Issued 10/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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