Robert Koscik (CRD# 2333835) is an Investment Advisor Representative working at Park Avenue Securities LLC in Dayton, OH and has over 30 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | West Chester, OH | Aug 2017 - Current | 6 |
| Guardian Life Insurance Company | West Chester, OH | Aug 2017 - Current | 6 |
| Guardian Life Insurance | Dayton, OH | May 2017 - Current | 7 |
| Park Avenue Securities | Dayton, OH | May 2017 - Current | 7 |
| Park Avenue Securities | Cincinnati, OH | Nov 2005 - Nov 2018 | 13 |
| The Guardian Life Insurance Company | Cincinnati, OH | Oct 2005 - Nov 2018 | 13 |
| Park Avenue Securities | Beavercreek, OH | Apr 2013 - Apr 2017 | 4 |
| The Guardian Life Insurance Company | Beavercreek, OH | Apr 2013 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
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- CO
- FL
- GA
- ID
- IL
- IN
- KY
- LA
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- MI
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- NJ
- NY
- NC
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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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