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Jacob K

Series 63

Gainesville, FL

Cambridge Investment Research Advisors

Jacob Kozmic is a financial advisor with Cambridge Investment Research Advisors in Gainesville, FL, holding a Series 63 designation and 28 years of industry experience. He previously worked at Merrill for seven years and UBS Financial Services for nine years. He is the founder and CEO of Kozmic1 Global Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Ryan G

Series 65

Gainesville, FL

Cambridge Investment Research Advisors

Ryan Gleichowski is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors in Gainesville, FL, with two years of experience in the financial industry. Prior to joining Cambridge, he worked at Real Broker, LLC and has over a decade of experience in real estate with American Heritage Real Estate Group. He is also vice president of Sports One Athlete Management, representing professional baseball players. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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