Floyd Ozeck, financial advisor Hamden CT
93 score

Floyd Ozeck

CRD Number: 4488484
Current Firm: Cooper Financial Services, Inc.

Floyd Ozeck (CRD# 4488484) is an Investment Advisor Representative working at Cooper Financial Services, Inc. in Hamden, CT and has over 15 years of experience in the finance industry.

Similar Advisors
Timothy Baker, financial advisor Hamden CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Score
103
Similar Advisors
Harold Hartmann, financial advisor Hamden CT
Harold H. Hartmann
CRD# 5580878
Sagepoint Financial, Inc.
Score
103
Similar Advisors
Donald Ratté, financial advisor Hamden CT
Donald E. Ratté
CRD# 2335156
Ameriprise Financial Services, Inc.
Score
103
Company Name Location Dates Years
Cfs Securities, Inc. Hamden, CT Dec 2001 - Current 15
Cooper Financial Services, Inc. Hamden, CT Dec 2001 - Current 15
Floyd Ozeck & Company P.c. Hamden, CT Feb 1977 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Floyd Ozeck
Phone Number: 203-248-1972
Registered State(s):
  • CT
  • FL
By the Numbers
  • Total Assets Under Management
    134
    MILLIONS
  • Total Number of Accounts
    1,158
    ACCOUNTS
  • Average Account Value
    $115,492
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, MA, NH, NJ, VT

Ready to hire a financial advisor? Get competitive proposals from Floyd Ozeck and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.