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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Kossoff is an Investment Advisor Representative with Mariner Wealth and has been in the industry since 1988. Martin has a broad range of experience working with various clients, including individuals, corporations, charitable organizations, and pension plans. Martin's specialties include portfolio management, financial planning, and pension consulting. Previously, Martin worked at Allegiant Private Advisors, LLC and Commonwealth Financial Network. Martin holds a Series 63, 65, 7, 22, and 24 licenses and has a strong track record of providing investment advice to clients.
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.
Family office services
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
08/04/2021 - Present
Mariner Wealth (Sarasota FL)
FL
08/12/2005 - 12/31/2013
COMMONWEALTH FINANCIAL NETWORK (SARASOTA FL)
SC
04/28/1998 - 08/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
04/01/1998 - 04/29/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
09/25/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
CA
10/25/1993 - 08/28/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
06/20/1996 - 09/20/1996
FIRST INTERSTATE INVESTMENTS,INC.
OR
10/07/1992 - 10/25/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
12/16/1991 - 10/07/1992
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AZ
04/12/1991 - 11/30/1991
CUSO EQUITIES, INC. (PHOENIX AZ)
NY
02/14/1991 - 04/05/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
KS
09/29/1988 - 02/12/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 03/08/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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