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Shane Alan Kozusko

Investment adviser representative at Global View Investment Advisors, LLC
12 yearsYears since first job or exam
2 statesRegistered in
$553.8M
18 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Global View Investment Advisors, LLCJun 2022 to now
  2. The Hub Bottle ShopAug 2019 to Dec 2019
  3. University of GeorgiaJan 2019 to May 2022
  4. US ArmyAug 2014 to Dec 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (NC, SC).

Global View Investment Advisors, LLC

$553.8M
585Clients
4Advisers
18 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

7573833
145499
Advisor's SEC record (opens in a new tab)
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