Jonathan Kosmata

Vice President, Financial Consultant, Truist Investment Services, Inc., Truist Wealth

Role
Vice President, Financial Consultant, Truist Investment Services, Inc at Truist Wealth
Location
Sarasota, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jonathan Kosmata

Financial decisions are rarely just about numbers—they’re about priorities, trade‑offs…

Experience

  1. Vice President, Financial Consultant, Truist Investment Services, Inc

    Truist Wealth

    May 2022 — Present

    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will notaccept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc,member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation.Securities and insurance products or annuities sold, offered or recommended by Truist InvestmentServices are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federalgovernment agency and may lose value. Not all products and services are available in all states andfinancial advisors for Truist Investment Services may only conduct business in states and jurisdictionswhere they are properly registered. Therefore, a response for information may be delayed. Investorsoutside of the United States are subject to additional securities and tax regulations within theirapplicable jurisdictions that are not addressed on this site. For more information please contact yourfinancial advisor. For additional important disclosures, please visit:

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jonathan Kosmata — Vice President, Financial Consultant, Truist Investment Services, Inc at Truist Wealth in Sarasota, FL, US | Unifers