Kevin Koski (CRD# 1916547) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Jacksonville, FL and has over 35 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Jacksonville, FL | Jul 2020 - Current | 3 |
| Securities America Advisors, Inc. | Jacksonville, FL | Jul 2020 - Current | 3 |
| Investacorp Advisory Services | Miami, FL | Jan 2017 - Jul 2020 | 3 |
| Investacorp Inc. | Miami, FL | Oct 2015 - Jul 2020 | 4 |
| Stifel, Nicolaus & Company, Incorporated | Ponte Vedra Beach, FL | Jul 2007 - Oct 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1989 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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