Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Justin Kozelka is an investment advisor representative associated with Adapt Wealth Advisors, LLC. Thomas holds the Series 6, 7, and 63 licenses as well as the SIE and Series 65. Thomas has 21 years of experience in the financial services industry. Prior to joining Adapt Wealth Advisors, LLC, Thomas worked at Cambridge Investment Research, Inc. and Janus Henderson Distributors US LLC. Thomas has specializations in portfolio management for individuals, businesses, and selection of other advisors.
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.
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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GA
05/20/2024 - Present
Adapt Wealth Advisors, LLC (ATLANTA GA)
GA
08/15/2022 - 04/04/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
CO
10/28/2004 - 08/08/2022
JANUS HENDERSON DISTRIBUTORS US LLC (DENVER CO)
NY
03/14/2003 - 10/22/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
06/17/1998 - 01/13/2003
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
MA
10/08/1996 - 02/27/1998
SELIGMAN ADVISORS, INC. (BOSTON MA)
IA
Issued 02/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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