Nick Kounios

Current Employers

Employment History

• 12/2002 → Present
  Osaic Wealth, Inc.
  Mount Kisco, NY

Other Businesses

1. NOTARY PUBLIC, OCCASIONALLY COLLECT $2.00/STAMP, THIS SERVICE IS PROVIDED TO NEW AND EXISTING CLIENTS. 2. PINNACLE TAXX INC POSITION: tax preparer NATURE: tax preparation and tax planning INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 10/10/2014 ADDRESS: 359 east main street, suite 1d, mount kisco NY 10549, United States DESCRIPTION: individual and corporate tax preparation 3. PINNACLE TAXX POSITION: Other - i am a w2 employee for the tax preperation and on commission throught my pay out from royal NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2004 ADDRESS: 359 east main street suite 1d mount kisco ny 10549, mount kisco NY 10549, United States DESCRIPTION: because of the the tax preparation and tax planning services that I provide to my existing clients occasionally I help them buy term life insurance policies or LTC 4. PINNACLE TAXX INC POSITION: tax preparer NATURE: w2 INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 10/10/2005 ADDRESS: 359 east main street, suite 1d, mount kisco NY 10549, United States DESCRIPTION: tax planning and preparation 5. FKP SERVICES LLC DBA PINNACLE TAXX INC POSITION: PARTNER NATURE: BUSINESS IS SET UP TO PREPAPRE PERSONAL AND CORPORATE INCOME TAX RETURNS INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/03/2017 ADDRESS: 359 EAST MAIN STREET, SUITE 1D, MOUNT KISCO NY 10549, United States DESCRIPTION: TAX PREPARATION FOR PERSONAL AND CORPORATE TAX RETURNS 6. INCOME TAX PREPERATION FOR BOTH INDIVIDUALS AND SMALL CORPORATIONS, ALSO OCCASIONALLY THEIR EXISTING LOAN OR HELP . I DO SOME LIMITED INSURANCE BUSINESS, SOME TERM LTC AND OTHER TYPES OF LIFE INSURANCE. NO INDEX ANNUITIES I AM ON THE BOARD OF DIRECTORS OF A NON PROFIT ORGANIZATION CALLED NATP. THE ORGANIZATION PROVIDES CONTINUED EDUCATION TO TAX PROFECIONALS. I BEGUN INSTRACTING ON 2010 (ONLY 2 HOURS) AND GOT PAID FOR THAT POSITION: Other - under the tax preperation I am an employee of Pinnacle Taxx I am also an enrolled agent (got my designation on 2010) It allows me to represent the tax payer infront of the Internal revenue service NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2002 ADDRESS: 359 east main street suite 1D mount kisco ny 10549, mount kisco NY 10549, United States DESCRIPTION: income tax preparation(both federal and state, 1120s) ( EMPLOYEE PAID W2)

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-14
• S63 Uniform Securities Agent State Law Examination
  2003-06-07