linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Yulia Kosiw

Conning Investment Products, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Yulia? Claim Your Profile

About Yulia Kosiw

Yulia Kosiw is a registered representative with Conning Investment Products, Inc. Yulia holds Series 63, Series 7TO and SIE licenses. She is registered to provide investment advice in California, Connecticut, Illinois, Massachusetts, New Jersey, New York, Texas, Virginia and Wisconsin. Yulia has been in the industry for 2 years.

Firm Information

Yulia Kosiw is currently registered with Conning Investment Products, Inc.. Conning Investment Products, Inc. is a corporation headquartered in HARTFORD, CT, and was formed in 2002-02-13. They specialize in portfolio management for businesses and have over $486,460,862 in regulatory assets under management, primarily from insurance companies. The firm is registered with the SEC and in nine states. They have a website, LinkedIn page, Twitter account, and YouTube channel.
Conning Investment Products, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$486.46M

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Yulia Kosiw’s Registration & Firm History

NY

09/17/2021 - Present

Conning Investment Products, Inc. (NEW YORK NY)

Not sure if Yulia Kosiw is right for you?

Licenses & Designations

BC

Issued 10/05/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yulia Kosiw.
Not sure if Yulia Kosiw is right for you?