Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kozal is an investment advisor representative with Flagstar Advisors, a registered investment advisor with offices in New York. Thomas has been in the industry for over two years, and has a wide range of experience in providing investment advice to individuals and families. Thomas is also a registered principal, and has a Series 24 license. He is committed to providing his clients with personalized investment advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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NY
02/11/2022 - Present
Flagstar Advisors (New York NY)
NJ
01/23/2021 - 01/11/2022
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (FLORHAM PARK NJ)
BC
Issued 03/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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