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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 Theodore Kozak is an investment advisor representative at Virtue Capital Management, LLC. John has been in the industry since 2000 and is registered with the state of Ohio. John holds the Series 65 license. John is also a firefighter with the Cincinnati Fire Department and a soldier with the Ohio Military Reserve.
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.
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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TN
12/10/2018 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
IA
Issued 07/26/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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