Unclaimed
Ryan Koszut is a financial advisor with over 20 years of experience in the industry. Ryan has a strong background in financial planning, portfolio management and investment advisory services. He is currently registered with Osaic Wealth, Inc. and holds the Series 6, SIE and Series 63 licenses. Previously Ryan was a registered representative for Woodbury Financial Services, Inc., AXA Advisors, LLC and MONY Securities Corporation. Ryan is committed to providing his clients with personalized financial advice to help them 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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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (BURR RIDGE IL)
IL
07/07/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BURR RIDGE IL)
NY
08/03/2004 - 07/08/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/16/2003 - 08/16/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 09/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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