Daniel Edward Kosisky

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → Present
  Raymond James Financial Services, Inc
  Mesa, AZ
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Mesa, AZ
• 07/2009 → Present
  Kosisky Financial Services
  Mesa, AZ

Previous Registrations

• 2003-08-06 → 2009-05-13
  Ubs Financial Services Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

(1)Name of Business: Kosisky Financial Services Address: 3654 N Power Rd, Ste 144, Mesa, AZ 85215, mesa, AZ, 85215, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 07/13/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: SIngle partner LLC

Exams

• S66 Uniform Combined State Law Examination
  2009-05-21
• S63 Uniform Securities Agent State Law Examination
  1985-04-02