Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul John Kozak is a registered Investment Advisor Representative (IAR) and has been in the financial services industry since 1986. Paul is currently employed with Gradient Advisors, LLC, a firm based in Arden Hills, Minnesota. Paul has experience in the financial services industry, including time with Sigma Financial Corporation and First American National Securities, Inc. Paul holds Series 6, 7, 63, and 65 licenses. Paul is a graduate of the University of Toledo. Paul specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and retirement plans. Paul provides services in the state of Ohio.
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.
Referral fees
1
2
MN
03/23/2017 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
OH
05/21/2004 - 05/13/2011
SIGMA FINANCIAL CORPORATION (FREMONT OH)
NA
01/06/1986 - 12/31/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 03/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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