Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kosta is a financial advisor with over 25 years of experience in the financial industry. Steven is registered as a broker-dealer and investment advisor in the state of Texas. Steven has a strong background in financial planning, portfolio management, and retirement planning. Steven is currently with Tiaa-Cref Individual & Institutional Services, LLC, a firm that provides financial products and services to individuals and institutions. Steven is committed to helping clients 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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
05/06/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
07/22/1996 - 06/05/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
SC
11/10/1995 - 07/12/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
06/23/1995 - 11/21/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
FL
01/06/1995 - 06/22/1995
STEIN, SHORE SECURITIES, INC. (ORLANDO FL)
NY
11/13/1992 - 01/25/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/13/1992 - 01/25/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 09/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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