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Michael Edward Kokoszka

Allstate Financial Services, LLC

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About Michael Edward Kokoszka

Michael Edward Kokoszka is a financial advisor currently associated with Allstate Financial Services, LLC. Michael has been in the industry since February 3, 1999 and has been registered with Allstate Financial Services, LLC since July 13, 2001. Michael holds Series 6, 7 and 63 licenses and the SIE exam. He has a strong track record of success in helping clients achieve their financial goals. Michael is a highly qualified and experienced advisor who can help you with your financial planning needs.

Firm Information

Michael Kokoszka is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Kokoszka’s Registration & Firm History

MI

07/13/2001 - Present

Allstate Financial Services, LLC (LIVONIA MI)

IL

08/09/1999 - 05/23/2001

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

MI

12/16/1998 - 08/25/1999

INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)

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Licenses & Designations

BC

Issued 11/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Edward Kokoszka.
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