Unclaimed
Ted Roy Kosinski is a financial professional with over 25 years of experience in the financial services industry. Ted is currently registered with Cantor Fitzgerald & Co. in California and Wisconsin. Ted has previously held positions with firms such as Fred Alger & Company, Incorporated, AllianceBernstein Investments, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Ted holds Series 6, 7, and 63 licenses as well as the Securities Industry Essentials Examination. Ted is a dedicated professional with a commitment to providing clients with personalized financial advice.
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.
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.
1
2
CA
04/16/2024 - Present
Cantor Fitzgerald & Co. (IRVINE CA)
MN
12/08/2011 - 03/25/2024
LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)
NY
12/15/2009 - 11/16/2011
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
TN
10/14/1998 - 06/03/2009
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
WI
03/05/1998 - 10/15/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/05/1998 - 10/15/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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