Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Koziol has been in the financial services industry since 1983. John currently is a representative for TLG Advisors, Inc. where he focuses on working with clients to help them achieve their investment goals. John also is an Account Executive at Risk Averse Insurance. John has experience working with individuals, corporations, and businesses. John is committed to providing his clients with the highest level of service and expertise.
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.
Placement of institutional funds
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.
1
2
CO
10/10/2019 - Present
TLG Advisors, Inc. (LITTLETON CO)
DE
09/26/1994 - 10/02/2019
NATIONWIDE SECURITIES, LLC (HOCKESSIN DE)
NA
07/01/1987 - 06/13/1989
CARNEGIE SECURITIES CORPORATION
NA
07/12/1984 - 06/23/1987
HOPPER SOLIDAY & CO., INC.
NA
05/25/1983 - 07/02/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/23/1983
Series 5 - Interest Rate Options Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Koziol is the right advisor for you? Invested Better is here to help.
