Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Martin Kosmicki is a financial advisor who has been working in the industry since October 7, 1990. Currently, John is registered with Osaic Wealth, INC. and has worked with several other firms in the past. John has experience providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for 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.
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.
1
2
CO
01/19/2024 - Present
Osaic Wealth, Inc. (WINDSOR CO)
CO
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WINDSOR CO)
CO
01/02/2001 - 03/01/2019
QUESTAR CAPITAL CORPORATION (GREELEY CO)
PA
08/05/1998 - 01/03/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
04/04/1997 - 08/05/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
10/08/1990 - 04/11/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/08/1990 - 04/11/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 4/1/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2004
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 3/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 8/20/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/5/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Kosmicki is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
