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MK

Marko K. Kozul

RAINMAKER SECURITIES
New York, NY
Some features on this profile are disabled
CRD#: 4808548
MK

Professional summary


Marko Kinchen Kozul, who also goes by Marko Kinchen Kozul Dr., is a registered financial professional currently at RAINMAKER SECURITIES, LLC located in New York, New York.

Marko is registered as a RR (Registered Representative) and started their career in finance in 2004. Marko has worked at 7 firms and has passed the Series 63, SIE, Series 79, Series 87, Series 86 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marko Kinchen Kozul Dr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Marko Kinchen Kozul's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 1, 2019 - Present

RAINMAKER SECURITIES, LLC

BD
CRD#: 132995
New York, NY
Past

August 11, 2017 - December 20, 2018

BTIG, LLC

BD
CRD#: 122225
BOSTON, MA
Past

June 1, 2012 - August 1, 2014

LEERINK PARTNERS LLC

BD
CRD#: 39011
SAN FRANCISCO, CA
Past

May 4, 2010 - May 23, 2012

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA
Past

October 11, 2005 - April 20, 2010

JEFFERIES LLC

BD
CRD#: 2347
SAN FRANCISCO, CA
Past

February 16, 2005 - November 7, 2005

VARIANT TRADING INSTITUTIONAL GROUP, INC.

BD
CRD#: 125547
BOCA RATON, FL
Past

July 23, 2004 - October 25, 2004

STERLING FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 41506
BOCA RATON, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/23/2019)
RR
Colorado
(4/9/2020)
RR
Connecticut
(4/9/2020)
RR
Florida
(7/14/2021)
RR
Illinois
(4/9/2020)
RR
New Jersey
(4/9/2020)
RR
New York
(8/23/2019)
RR
Pennsylvania
(4/9/2020)
RR
Texas
(5/12/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 11/17/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


RS
RAINMAKER SECURITIES, LLC
RAINMAKER SECURITIES, LLC

CRD#: 132995 / SEC#: , 8-66667

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
2000 Salzedo Street, #1218 Attn: Rainmaker Securities, Llc, Coral Gables, FL 33134
Mailing Address
382 Ne 191st St. #86647 #86647, Miami, FL 33179-3899
Phone number
(888) 333-1091
Established
Delaware since 03/09/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RAINMAKER GROUP HOLDINGS, LLCSOLE MEMBER
ANDERSON, GLEN WAYNEPRESIDENT5030000
CIOFFI, DOMINIC CHARLESCCO6505600

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RAINMAKER SECURITIES, LLC

CRD#: 132995New York, NY

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