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Henry G Koziol

Fm Financial Services, LLC

Buffalo, NY

CRD 4648030

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Employer firm

Fm Financial Services, LLC CRD 316893

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fm Financial Services, Llc

424 Main Street Suite 800, Buffalo, NY 14202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-11-30
NY RA APPROVED 2021-10-29
  • NC RA
    APPROVED
    Since 2021-11-30
  • NY RA
    APPROVED
    Since 2021-10-29

Branch Locations

424 Main Street Suite 800, Buffalo, NY 14202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fm Financial Services, Llc Buffalo NY 08/2021 Present
Freed Maxick Cpa's P.C. Buffalo NY 09/1983 Present
Designations
  • Certified Financial Planner
Other Names
  • Henry George Koziol
  • Henry George Koziol, Jr.

View on SEC IAPD

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SEAN ANTHONY SIRACUSA
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Nearby Offices

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Buffalo, NY
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