Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kozlow is a financial advisor with Edward Jones. Michael has been in the financial industry since 1997. Michael is licensed in 27 states and has passed several securities examinations including the Series 7, Series 6, Series 26, and Series 66. Michael provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses. Michael has been with Edward Jones since 2021.
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.
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.
See schedule d - miscellaneous
1
2
IL
04/23/2021 - Present
Edward Jones (GURNEE IL)
NJ
10/10/2013 - 02/04/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CO
01/02/2013 - 08/29/2013
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
CO
09/13/2012 - 01/03/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
08/30/2007 - 05/04/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IL
01/24/2006 - 09/10/2007
ING FINANCIAL PARTNERS, INC. (WOOKSTOCK IL)
PA
01/14/2005 - 11/07/2005
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
PA
10/20/2003 - 04/30/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
CA
01/24/2003 - 10/08/2003
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
PA
07/06/2001 - 12/19/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IL
04/14/2000 - 06/13/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/08/1998 - 04/07/2000
IAC SECURITIES, INC. (TINLEY PARK IL)
AL
10/19/1998 - 01/14/2000
FIRST VARIABLE CAPITAL SERVICES, INC. (BIRMINGHAM AL)
CA
09/25/1992 - 04/24/1995
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 04/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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