Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Andrew Kojich is an investment advisor representative, registered with Capital Client Group, Inc. Philip has been in the financial services industry for over 13 years. Philip has passed the Series 66, Series 7, and SIE exams. Philip is registered in 54 states and the District of Columbia as well as Puerto Rico. Previously, Philip was employed by Vanguard Marketing Corporation and Raymond James Financial Services, Inc. Philip currently works out of the Carmel, Indiana branch office of Capital Client Group, 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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
10/17/2019 - Present
Capital Client Group, Inc. (CARMEL IN)
AZ
06/04/2013 - 07/08/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IL
03/15/2010 - 04/23/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (URBANA IL)
IA
Issued 10/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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