Mara Kossoff (CRD# 6522269) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Charlotte, NC and has over 5 years of experience in the finance industry. Mara Kossoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
Company Name | Location | Dates | Years |
---|---|---|---|
Apw Capital, Inc. | Rockaway, NJ | Feb 2022 - Current | 2 |
Tru Independence Asset Management - Yellowwood Wealth Solutions | Charlotte, NC | Dec 2021 - Current | 2 |
Apw Capital, Inc. | Rockaway, NJ | Dec 2021 - Feb 2022 | < 1 |
The Vanguard Group, Inc. | Charlotte, NC | Jun 2018 - Nov 2021 | 3 |
Purdue University | West Lafayette, IN | Aug 2014 - May 2018 | 3 |
Charles Schwab | Phoenix, AZ | Jun 2017 - Aug 2017 | < 1 |
Purdue University Residence Halls | West Lafayette, IN | Jan 2017 - May 2017 | < 1 |
Purdue University Athletic Department | West Lafayette, IN | Aug 2016 - Dec 2016 | < 1 |
Aligne Wealth Preservation & Insurance Services, LLC | Los Angeles, CA | Jun 2016 - Aug 2016 | < 1 |
Aligne Wealth Preservation & Insurance Services, LLC | Los Angeles, CA | Jun 2015 - Aug 2015 | < 1 |
Brendan's Irish Pub & Restaurant | Agoura Hills, CA | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- NC
-
Total Assets Under Management557MILLIONS
-
Total Number of Accounts1,215ACCOUNTS
-
Average Account Value$458,622
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, MD, NC, NY, OH, OR, PA, SC, TX, VA, WA
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