Career
Elizabeth Kozenko has been VP Accounting & Finance of Valmark Advisers since February 2018. Elizabeth Kozenko is a control person of the firm and directly owns under 5% of it.
Valmark Advisers Inc is an Akron, OH firm with $10.2B under management, 14,890 clients and 280 advisers across 157 offices, as of its June 2026 filing.
No adviser firm registrations are on Elizabeth Kozenko’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 2 January 2023 |
| Series 27 | Financial and Operations Principal Examination | 19 July 2013 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Financial and Operations Principal Examination
Individual record
- Full name
- Elizabeth Erin Kozenko
- CRD
- 6218110
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Elizabeth Kozenko work?
Elizabeth Kozenko has been VP Accounting & Finance of Valmark Advisers Inc since February 2018, and is a control person of the firm.
Does Elizabeth Kozenko have a current investment-adviser registration?
Elizabeth Kozenko has a current broker registration and no current investment-adviser registration.
What exams has Elizabeth Kozenko passed?
Elizabeth Kozenko has passed 3 licensing exams: the Series 27, Series 99TO and SIE. The earliest, the Series 27, was passed in July 2013.