Unclaimed
Ozgur Karaosmanoglu is an investment advisor representative with Raymond James & Associates, Inc. Ozgur has been in the industry since July 20, 1987, and is licensed in multiple states. Ozgur specializes in providing financial planning, portfolio management and other investment-related services to individuals, businesses, and institutional clients. Ozgur has a wide range of experience in the financial industry, including previous roles at Legg Mason Wood Walker, Incorporated and Dean Witter Reynolds 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
MD
04/13/1993 - Present
Raymond James & Associates, Inc. (CHEVY CHASE MD)
MD
05/22/1990 - 04/05/1993
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/21/1987 - 06/20/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
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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