Get investment advice from
the professionals! Investment Planning is led by Robert L.
Koscik, MBA and RFC. Koscik
has over 12 years of experience in the industry.
Formerly the Director
of Retail Investments for Fidelity and Vice
President of the Individual
Investment Branch Network in Dayton and Cincinnati
for Charles
Schwab, Koscik is well-qualified to offer you sound
investing advice.
Investment services include:
Advisory Services
401(k) and Retirement Rollovers
Mutual Funds
Fixed
Income
Retirement Income Planning
Annuities
ETFs
*Ask us how we remove the conflict of interest from
investing!
Robert Koscik is a
Registered Representatives and Financial Advisor of and offers
securities products/services and advisory services through PAS, 120
East 4th Street,Suite 1500, Cincinnati, OH 45202, 513-579-1114. PAS is a registered
broker-dealer and investment advisor. LS Benefits Group and
Comprehensive Planning Group
are not affiliates or subsidiaries of PAS.
PAS is a member NASD/SIPC
The Registered Representative is securities licensed in Ohio,
Kentucky and Florida and is strictly intended for individuals
residing in those states. No offers may be made
or accepted from any resident outside these specified states.
Robert Koscik is licensed to conduct insurance business in the state
of Ohio.
