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Zoltan Julius Kocsondy

American Portfolios Financial Services, Inc.

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About Zoltan Julius Kocsondy

Zoltan Julius Kocsondy is a financial advisor with American Portfolios Financial Services, Inc. in Kalamazoo, MI. Zoltan has been in the industry for over 40 years and holds several licenses and registrations, including Series 63, Series 6TO, SIE, and Series 1. Zoltan's experience and knowledge allows him to provide clients with a variety of financial services, including investment advice, retirement planning, and insurance planning.

Firm Information

Zoltan Kocsondy is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

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.

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.

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Zoltan Kocsondy’s Registration & Firm History

MI

11/13/2017 - Present

American Portfolios Financial Services, Inc. (Kalamazoo MI)

MI

05/27/2008 - 11/13/2017

SII INVESTMENTS, INC. (KALAMAZOO MI)

MI

04/15/2003 - 05/27/2008

QUESTAR CAPITAL CORPORATION (KALAMAZOO MI)

AZ

08/06/1997 - 04/17/2003

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

FL

12/13/1995 - 08/07/1997

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

MO

01/02/1992 - 12/14/1995

ANDOVER SECURITIES, INC. (KANSAS CITY MO)

IL

08/23/1990 - 12/31/1991

GENEVA SECURITIES,INC. (SCHAUMBURG IL)

NA

01/31/1990 - 07/27/1990

HORIZONS INTERNATIONAL CORPORATION

TX

07/24/1975 - 01/18/1990

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

NA

08/01/1980 - 05/02/1984

AMERICAN CAPITAL FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 08/29/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zoltan Julius Kocsondy.
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