Maxwell Kosman (CRD# 7165948) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bellevue, KY and has 1 year of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2023 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2023 - Current | 1 |
| The Rosselot Financial Group | Cincinnati, OH | Aug 2019 - Current | 4 |
| Kutztown | Kutztown, PA | Feb 2018 - Dec 2022 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2021 - Aug 2021 | < 1 |
| Clark Capital Wealth Management | Philadelphia, PA | May 2020 - Aug 2020 | < 1 |
| Anderson Highschool | Cincinnati, OH | Aug 2014 - May 2018 | 3 |
| Anderson Township Pub | Cincinnati, OH | Nov 2016 - Feb 2017 | < 1 |
| Nagel Middle School | Cincinnati, OH | Feb 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- KY
- OH
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- 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)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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