Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kosic is an investment advisor representative with Empirikal Partners LLC. William has been in the industry for over 30 years. William has a wide range of experience, having worked with a variety of firms, including SunTrust Investment Services, Inc., Wachovia Securities, LLC, and Bankers Life Securities, Inc. William is a Chartered Financial Consultant and holds the Series 63, Series 66, and Series 7 licenses.
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.
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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AZ
11/07/2024 - Present
Empirikal Partners LLC (PHOENIX AZ)
GA
10/20/2017 - 10/02/2019
BANKERS LIFE SECURITIES, INC. (Brunswick GA)
GA
01/07/2016 - 09/21/2016
INVESTACORP, INC. (ATLANTA GA)
GA
01/12/2012 - 12/31/2015
NFP ADVISOR SERVICES, LLC (ATLANTA GA)
GA
01/28/2010 - 12/31/2011
SUNTRUST INVESTMENT SERVICES, INC. (SAVANNAH GA)
GA
08/18/2006 - 12/16/2009
AXA ADVISORS, LLC (SAVANNAH GA)
GA
04/07/2006 - 08/22/2006
WACHOVIA INSURANCE SERVICES BROKER DEALER, INC. (SAVANNAH GA)
GA
06/15/2002 - 04/03/2006
WACHOVIA SECURITIES, LLC (SAVANNAH GA)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
04/17/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
05/16/1996 - 04/21/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
VT
05/10/1979 - 06/10/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
05/15/1975 - 03/26/1979
NML EQUITY SERVICES, INC.
BOTH
Issued 06/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1975
Series 1 - Registered Representative Examination
Active
Inactive
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