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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kosmicki is a financial advisor with Osaic Wealth, Inc., based in Windsor, CO. John has been in the financial services industry since 1990 and has a wide range of experience working with individuals and businesses. John specializes in providing financial planning, portfolio management, and pension consulting services.
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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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 04/01/2008
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 03/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/20/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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