Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Kotarski is a financial advisor who has been in the industry since 1988. Vincent is registered with Principal Securities, Inc. and is also registered as an Investment Advisor Representative in Indiana and Texas. Vincent is a Series 6 and Series 63 licensed representative. He is also a Series 65 licensed representative. Vincent's previous experience includes working with Nationwide Securities, LLC, 1717 Capital Management Company, American United Life Insurance Company, F & G Securities, Inc., CNA Investor Services, Inc., and Nationwide Advisory Services, Inc.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IN
03/08/2021 - Present
Principal Securities, Inc. (FISHERS IN)
IN
08/01/2008 - 07/02/2010
NATIONWIDE SECURITIES, LLC (INDIANAPOLIS IN)
IN
08/08/1997 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (INDIANAPOLIS IN)
IN
09/02/1992 - 08/08/1997
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
04/16/1992 - 12/31/1993
F & G SECURITIES, INC.
NY
07/02/1991 - 04/27/1992
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NA
10/07/1986 - 05/25/1989
NATIONWIDE ADVISORY SERVICES, INC.
IA
Issued 05/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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