Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naomi? Claim Your ProfileNaomi Kowalik is a financial advisor with over 30 years of experience in the industry. Naomi is registered with the state of Minnesota as an investment advisor representative and holds a Series 6, 7, 63, and 65 license. Naomi is currently employed with Osaic Wealth, Inc., where she provides financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Previously, Naomi worked with Woodbury Financial Services, Inc., Questar Capital Corporation, and Valmark Securities, Inc. Naomi is committed to helping her clients achieve their financial goals.
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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MN
01/19/2024 - Present
Osaic Wealth, Inc. (SAUK RAPIDS MN)
MN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAUK RAPIDS MN)
MN
07/24/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (SAUK RAPIDS MN)
MN
05/01/2003 - 07/19/2017
VALMARK SECURITIES, INC. (SAUK RAPIDS MN)
NJ
03/21/1991 - 05/20/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/21/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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