Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Koscik is a financial advisor in DAYTON, OH. Robert Koscik is registered with Park Avenue Securities LLC. Robert has been in the industry since November 5, 1995 and has been with Park Avenue Securities LLC since November 2005. Robert Koscik has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
OH
05/06/2019 - Present
Park Avenue Securities LLC (DAYTON OH)
TX
12/20/2002 - 06/24/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
10/17/2000 - 12/31/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
RI
09/09/1993 - 09/01/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NJ
04/29/1993 - 08/18/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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