Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kosanda is a financial advisor registered with Northwestern Mutual Investment Services, LLC, and has been in the industry for over 40 years. Thomas has a wide range of experience in financial services and holds Series 7, Series 63, and Series 65 licenses. Thomas also holds the Chartered Financial Consultant (ChFC) designation. In addition to his work at Northwestern Mutual Investment Services, LLC, Thomas is also a president and consultant for BOLI Benefit Solutions, LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
07/08/2013 - Present
Northwestern Mutual Investment Services, LLC (LOMBARD IL)
IL
10/14/2003 - 12/05/2008
FIRST HEARTLAND CAPITAL, INC. (NAPERVILLE IL)
TX
04/19/2002 - 10/14/2003
NFP SECURITIES, INC. (AUSTIN TX)
NY
10/17/2000 - 02/04/2002
AMERICAN BENEFITS & COMPENSATION SECURITIES CORP (NEW YORK NY)
FL
11/05/1998 - 03/21/2000
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
MA
10/18/1995 - 09/22/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/18/1995 - 09/22/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
03/14/1991 - 08/15/1995
G. R. PHELPS & CO., INC.
MA
02/01/1993 - 08/11/1995
MANEQUITY, INC. (BOSTON MA)
CA
12/01/1993 - 05/24/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
10/01/1986 - 03/20/1991
NML EQUITY SERVICES, INC.
WI
10/06/1980 - 03/20/1991
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
03/20/1986 - 03/15/1991
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
04/25/1985 - 10/21/1986
MANEQUITY, INC.
NA
01/26/1983 - 06/06/1986
THE GEORGETOWN GROUP, INC.
IA
Issued 02/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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