Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kosta? Claim Your ProfileKosta Bouris is a registered representative with Raymond James & Associates, Inc. Kosta has been in the securities industry for over 14 years. Kosta has experience in providing investment advice and financial planning services. Kosta has passed the Series 3, 7, 9, 10, 24, 31, 52, 66, 82, 99 and SIE exams. Kosta is also registered in 53 states and the District of Columbia. Previously, Kosta worked at UBS Financial Services Inc.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
09/24/2013 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
07/29/2009 - 09/23/2013
UBS FINANCIAL SERVICES INC. (CLEARWATER FL)
BOTH
Issued 01/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2017
Series 4 - Registered Options Principal Examination
BC
Issued 03/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/12/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/21/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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