Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Leon Koski is an investment advisor representative with Osaic Wealth, Inc. Kevin has been in the securities industry since February 16, 1989. Prior to joining Osaic Wealth, Inc., Kevin worked at Securities America, Inc., Investcorp, Inc., Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Advest, Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., H&R Block Financial Advisors, Inc., Quick & Reilly, Inc., Merit Capital Associates, Inc., Corporate Securities Group, Inc., Biltmore Securities, Inc and The Stuart-James Company, Incorporated. Kevin is registered with the following states: California, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia and Washington.
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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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (JACKSONVILLE FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (JACKSONVILLE FL)
FL
11/02/2015 - 07/17/2020
INVESTACORP, INC. (JACKSONVILLE FL)
FL
07/31/2007 - 11/17/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PONTE VEDRA BEACH FL)
FL
12/01/2005 - 07/31/2007
RYAN BECK & CO. (PONTE VEDRA BEACH FL)
CT
05/03/2005 - 12/20/2005
ADVEST, INC. (HARTFORD CT)
MA
10/20/2004 - 05/09/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/24/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MI
02/01/2002 - 04/15/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
11/24/1997 - 01/28/2002
QUICK & REILLY, INC. (NEW YORK NY)
CT
09/23/1994 - 12/01/1997
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
MO
02/04/1992 - 09/23/1994
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
FL
10/12/1990 - 02/21/1992
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
CO
02/14/1989 - 10/15/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 11/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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