Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kozar is an investment professional with over 30 years of experience in the financial services industry. John has held positions at several well-known firms including Merrill Lynch, Morgan Stanley, and Waddell & Reed. Currently, John is a Registered Representative with LPL Financial LLC. John is dedicated to providing personalized financial guidance to help clients reach their financial goals. John is registered to offer investment advisory services in the states of California, Florida, Ohio, and Pennsylvania.
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.
Consulting and other non-discretionary advisory services
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.
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2
PA
06/03/2020 - Present
LPL Financial LLC (CANNONSBURG PA)
PA
07/16/2012 - 06/02/2020
WADDELL & REED (CHARLEROI PA)
PA
01/30/2009 - 07/25/2012
AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)
PA
04/05/2006 - 02/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
NY
12/17/2004 - 02/22/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
10/29/2004 - 12/16/2004
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
PA
04/06/2001 - 11/29/2004
TICHE CAPITAL STRATEGIES LLC (PITTSBURGH PA)
CA
10/21/1997 - 04/06/2001
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NY
11/20/1995 - 11/04/1997
VTR CAPITAL, INC. (NEW YORK NY)
NY
08/03/1994 - 11/21/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
12/10/1992 - 08/23/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 02/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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