Murray Kosmin (CRD# 3127996) is an Investment Advisor Representative working at Kosmin Wealth Management in Beachwood, OH and has over 23 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kosmin Wealth Management | Beachwood, OH | Nov 2018 - Current | 5 |
| Sii Investments Inc. | Beachwood, OH | Aug 2007 - Current | 16 |
| Hal- Com | Cleveland, OH | Aug 2002 - Current | 21 |
| Al/ko Creative Retirement Planners | Cleveland, OH | Mar 1997 - Current | 27 |
| Lpl Financial LLC | Beachwood, OH | Feb 2018 - Nov 2018 | < 1 |
| Ta-check Financial | Beachwood, OH | Feb 2018 - Nov 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- OH
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Total Assets Under Management9MILLIONS
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Total Number of Accounts108ACCOUNTS
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Average Account Value$85,740
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
OH
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