Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kosky is a financial advisor with LPL Financial LLC and has been in the industry since January 11, 1991. Thomas is registered with FINRA as a Registered Representative and is a Registered Investment Advisor. Thomas has worked with INVEST FINANCIAL CORPORATION and INTERSECURITIES, INC. in the past. Thomas has a Series 6, Series 7, Series 63, and Series 65 license. Thomas is located in MARGATE, FL and is also registered in California, Florida, Georgia, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, Oregon, and Texas. Thomas specializes in providing financial planning, pension consulting, and educational seminars. Thomas is a seasoned financial advisor with a strong track record of success.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/14/2018 - Present
LPL Financial LLC (MARGATE FL)
FL
04/15/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (MARGATE FL)
FL
06/13/2003 - 04/17/2009
INTERSECURITIES, INC. (MIAMI FL)
MI
06/19/1995 - 06/30/2003
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
IN
01/10/1994 - 06/26/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
TX
01/04/1991 - 01/01/1994
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 03/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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