Kovack Securities
Industry: Company
DescriptionFounded: 1997 Subsidiary: TKG Financial, LLC
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Kovack Securities Employees
Employee
Years
Job
Industry
Alexander Fulton Alexander Fulton's Kovack Securities Experience May 2010 - December 2012
Job Vice President of Operations at Grouplet LLC
Industry Insurance
Experience
Fulton Agency Inc July 2015 - Present
Fulton Agency Inc August 2012 - Present
Grouplet LLC February 2014 - October 2014
Kovack Securities May 2010 - December 2012
Skills
Time Management, Microsoft Office, Organization, New Business Development, Entrepreneurship, Start-ups, Lean Startup, Management, Customer Service, Event Planning, Networking, Research, Teamwork, Marketing, Sales
Education
Southern Methodist University 2012 — 2015
Bachelor's Degree, Business/Commerce, Focused in Entrepreneurship
Southern Methodist University - Cox School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Business/Commerce, General
Fulton Agency Inc July 2015 - Present
Fulton Agency Inc August 2012 - Present
Grouplet LLC February 2014 - October 2014
Kovack Securities May 2010 - December 2012
Skills
Time Management, Microsoft Office, Organization, New Business Development, Entrepreneurship, Start-ups, Lean Startup, Management, Customer Service, Event Planning, Networking, Research, Teamwork, Marketing, Sales
Education
Southern Methodist University 2012 — 2015
Bachelor's Degree, Business/Commerce, Focused in Entrepreneurship
Southern Methodist University - Cox School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Business/Commerce, General
Rinaldo Diaz Flores Rinaldo Diaz Flores's Kovack Securities Experience June 2012 - Present
Job OSJ Manager at Kovack Securities
Industry Financial Services
Experience
Kovack Securities June 2012 - Present
Smart Insurance Agency VSJ, PSC October 2012 - Present
Skills
Securities, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, FINRA, Securities Regulation, Series 7, Mutual Funds, Retirement, Asset Allocation, Trading, Life Insurance, Fixed Annuities, Disability Insurance, Team Building, IRAs, Financial Services, 401k, Investment Advisory, Alternative Investments, Investment Strategies, Series 24, Series 6, Equities, Term Life Insurance, Whole Life, 401k Rollovers, Estate Planning, Long-term Care, Financial Planning
Education
University of Puerto Rico-Mayaguez 1980 — 1985
Bachelor's degree, Industrial Engineering
Kovack Securities June 2012 - Present
Smart Insurance Agency VSJ, PSC October 2012 - Present
Skills
Securities, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, FINRA, Securities Regulation, Series 7, Mutual Funds, Retirement, Asset Allocation, Trading, Life Insurance, Fixed Annuities, Disability Insurance, Team Building, IRAs, Financial Services, 401k, Investment Advisory, Alternative Investments, Investment Strategies, Series 24, Series 6, Equities, Term Life Insurance, Whole Life, 401k Rollovers, Estate Planning, Long-term Care, Financial Planning
Education
University of Puerto Rico-Mayaguez 1980 — 1985
Bachelor's degree, Industrial Engineering
John Mendola John Mendola's Kovack Securities Experience September 2007 - Present
Job Financial Advisor/Portfolio Manager at Kovack Securities
Industry Financial Services
Experience
Kovack Securities September 2007 - Present
Wells Fargo Advisors February 1997 - July 2007
Skills
Former Flyfishing Guide, Golf, Soccer, Investment Advisory, Mutual Funds, Asset, Retirement Planning, Financial Advisory, Personal Finance, Asset Allocation, Series 7, Wealth Management
Education
University of Colorado at Boulder 1990 — 1992
Bachelor of Arts (BA), Biology
Hartwick College 1986 — 1987
Kovack Securities September 2007 - Present
Wells Fargo Advisors February 1997 - July 2007
Skills
Former Flyfishing Guide, Golf, Soccer, Investment Advisory, Mutual Funds, Asset, Retirement Planning, Financial Advisory, Personal Finance, Asset Allocation, Series 7, Wealth Management
Education
University of Colorado at Boulder 1990 — 1992
Bachelor of Arts (BA), Biology
Hartwick College 1986 — 1987
Cassidy Curtis Cassidy Curtis's Kovack Securities Experience June 2014 - July 2014
Job Hunt Scholar at Southern Methodist University
Industry Primary/Secondary Education
Experience
Brad Oldham International, Inc. September 2014 - April 2015
Dometic Corporation June 2014 - August 2014
Dometic Corporation June 2014 - August 2014
Kovack Securities June 2014 - July 2014
Kovack Securities June 2013 - July 2013
Southern Methodist University January 2013 - May 2013
Kovack Securities June 2012 - August 2012
Skills
Social Media, Facebook, Social Networking, Blogging, Editing, PowerPoint, Creative Writing, Public Relations, Microsoft Excel, Microsoft Office, Event Planning, Fundraising, Press Releases, Journalism, Microsoft Word, Research, Higher Education, Teamwork, InDesign, Nonprofits, Spanish, Tutoring, English, Windows
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Journalism and Human Rights
Broward Community College
Brad Oldham International, Inc. September 2014 - April 2015
Dometic Corporation June 2014 - August 2014
Dometic Corporation June 2014 - August 2014
Kovack Securities June 2014 - July 2014
Kovack Securities June 2013 - July 2013
Southern Methodist University January 2013 - May 2013
Kovack Securities June 2012 - August 2012
Skills
Social Media, Facebook, Social Networking, Blogging, Editing, PowerPoint, Creative Writing, Public Relations, Microsoft Excel, Microsoft Office, Event Planning, Fundraising, Press Releases, Journalism, Microsoft Word, Research, Higher Education, Teamwork, InDesign, Nonprofits, Spanish, Tutoring, English, Windows
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Journalism and Human Rights
Broward Community College
Maurice Draggon Maurice Draggon's Kovack Securities Experience 2006 - 2010
Job Educator at Orange County Public Schools
Industry Education Management
Experience
Orange County Public Schools April 2015 - Present
Orange County Public Schools April 2002 - Present
Kovack securities 2006 - 2010
Haggar Clothing Co. 1997 - 2002
Skills
Instructional Technology, Staff Development, Technology Integration, Teaching, Curriculum Development, Educational Leadership, Elementary Education, Moodle, Classroom, E-Learning, Lesson Planning, Instructional Design, Curriculum Design, Educational Technology, Classroom Management, Differentiated..., K-12, Higher Education, Curriculum Mapping, Secondary Education, Smartboard, Teacher Training, Educational Consulting, Literacy, Distance Learning, Special Education, RTI, Tutoring, Common Core State..., ESL, Language Arts
Education
University of Central Florida 2000 — 2005
Master's Degree, Instructional Technology and Library Media
Orange County Public Schools April 2015 - Present
Orange County Public Schools April 2002 - Present
Kovack securities 2006 - 2010
Haggar Clothing Co. 1997 - 2002
Skills
Instructional Technology, Staff Development, Technology Integration, Teaching, Curriculum Development, Educational Leadership, Elementary Education, Moodle, Classroom, E-Learning, Lesson Planning, Instructional Design, Curriculum Design, Educational Technology, Classroom Management, Differentiated..., K-12, Higher Education, Curriculum Mapping, Secondary Education, Smartboard, Teacher Training, Educational Consulting, Literacy, Distance Learning, Special Education, RTI, Tutoring, Common Core State..., ESL, Language Arts
Education
University of Central Florida 2000 — 2005
Master's Degree, Instructional Technology and Library Media
Christian Cisneros's Kovack Securities Experience June 2012 - July 2012
Job .
Industry Financial Services
Experience
The NPD Group November 2014 - Present
Public Health Solutions October 2013 - August 2014
Plandome Country Club January 2008 - November 2013
Kovack Securities June 2012 - July 2012
Walt Disney World January 2008 - June 2008
Roslyn School June 2005 - July 2005
Skills
Leadership, PowerPoint, Research, Management, Microsoft Office, Customer Service, Microsoft Word, Analysis, Microsoft Excel, Time Management, Public Speaking, Event Planning
Education
State University of New York College at Oswego 2010 — 2012
Bachelor's degree, Accounting and Finance
Nassau Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Roslyn High School 2004 — 2007
The NPD Group November 2014 - Present
Public Health Solutions October 2013 - August 2014
Plandome Country Club January 2008 - November 2013
Kovack Securities June 2012 - July 2012
Walt Disney World January 2008 - June 2008
Roslyn School June 2005 - July 2005
Skills
Leadership, PowerPoint, Research, Management, Microsoft Office, Customer Service, Microsoft Word, Analysis, Microsoft Excel, Time Management, Public Speaking, Event Planning
Education
State University of New York College at Oswego 2010 — 2012
Bachelor's degree, Accounting and Finance
Nassau Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Roslyn High School 2004 — 2007
Debbie Feest Debbie Feest's Kovack Securities Experience 2006 - 2008
Job Founder at The Kiah Foundation
Industry Nonprofit Organization Management
Experience
The Kiah Foundation October 2013 - Present
Morgan Stanley Wealth Management September 2008 - April 2015
Morgan Stanley 2008 - 2014
Kovack Securities 2006 - 2008
Brimmer Financial, National Securities 1993 - 2006
Skills
Financial Services, Portfolio Management, Customer Service, Series 7, Series 63, Problem Solving, Series 65, Mutual Funds, Series 24, Commodity Licensed, Real Estate License, Non-profit Development, Non-profit Leadership, Marketing, Financial Planning, Sales, Management
Education
Cape Cod Community College
Associate’s Degree, Business Administration and Management, General
The Kiah Foundation October 2013 - Present
Morgan Stanley Wealth Management September 2008 - April 2015
Morgan Stanley 2008 - 2014
Kovack Securities 2006 - 2008
Brimmer Financial, National Securities 1993 - 2006
Skills
Financial Services, Portfolio Management, Customer Service, Series 7, Series 63, Problem Solving, Series 65, Mutual Funds, Series 24, Commodity Licensed, Real Estate License, Non-profit Development, Non-profit Leadership, Marketing, Financial Planning, Sales, Management
Education
Cape Cod Community College
Associate’s Degree, Business Administration and Management, General
Schuyler Tully Schuyler Tully's Kovack Securities Experience January 2009 - June 2009
Job Investment Associate at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. November 2014 - Present
Aegis Capital November 2012 - October 2014
Joseph Gunnar & Co, LLC November 2011 - November 2012
World Equity Group November 2008 - November 2011
Kovack Securities January 2009 - June 2009
Laidlaw & Company May 2007 - November 2008
Allan Gershowitz Sec. Corp May 2004 - September 2004
Skills
IT Management, Financial Analysis, Investments, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Equities, Strategic Financial..., Risk Management, Series 7, Securities, Fixed Income, Alternative Investments, Finance, Bloomberg
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts, Economics
Cold Spring Harbor High School (2003) 2000 — 2003
Paulson Investment Co. November 2014 - Present
Aegis Capital November 2012 - October 2014
Joseph Gunnar & Co, LLC November 2011 - November 2012
World Equity Group November 2008 - November 2011
Kovack Securities January 2009 - June 2009
Laidlaw & Company May 2007 - November 2008
Allan Gershowitz Sec. Corp May 2004 - September 2004
Skills
IT Management, Financial Analysis, Investments, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Equities, Strategic Financial..., Risk Management, Series 7, Securities, Fixed Income, Alternative Investments, Finance, Bloomberg
Education
University of Rhode Island 2003 — 2007
Bachelor of Arts, Economics
Cold Spring Harbor High School (2003) 2000 — 2003
Michael Bewley's Kovack Securities Experience December 2008 - January 2013
Job Vice President, Client Experience at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services January 2013 - Present
Kovack Securities December 2008 - January 2013
Wall Street Financial Group 1996 - 2008
Wall Street Financial Group May 2002 - March 2005
Wall Street Financial Group 1997 - May 2002
Skills
Investments, Securities, Portfolio Management, Asset Management, Series 24, Series 63, Investment Advisory, Series 7, Mutual Funds, Financial Advisory, Asset Allocation, Wealth Management, Strategic Financial..., Alternative Investments, FINRA, Financial Services, Retirement Planning, Finance, Management
Education
St. John Fisher College 1993 — 1997
Bachelor of Science (B.S.), Management and Finance
NFP Advisor Services January 2013 - Present
Kovack Securities December 2008 - January 2013
Wall Street Financial Group 1996 - 2008
Wall Street Financial Group May 2002 - March 2005
Wall Street Financial Group 1997 - May 2002
Skills
Investments, Securities, Portfolio Management, Asset Management, Series 24, Series 63, Investment Advisory, Series 7, Mutual Funds, Financial Advisory, Asset Allocation, Wealth Management, Strategic Financial..., Alternative Investments, FINRA, Financial Services, Retirement Planning, Finance, Management
Education
St. John Fisher College 1993 — 1997
Bachelor of Science (B.S.), Management and Finance
Paul Wackes Paul Wackes's Kovack Securities Experience February 2015 - Present
Job Director of Commissions at Kovack Securities
Industry Financial Services
Experience
Kovack Securities February 2015 - Present
Kovack Securities January 2010 - January 2015
Ocean Medical March 2007 - December 2009
Westminster Academy January 2008 - May 2009
Coral Ridge Presbyterian Church June 2003 - July 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Strategic Planning, PowerPoint, Accounting, Time Management, Financial Analysis, Access, Marketing, Management, Budgets, Team Building, Public Speaking, Teamwork, Event Planning
Education
Nova Southeastern University 2012 — 2014
Master's Degree, Accounting
Florida Atlantic University 2007 — 2011
Bachelor's Degree, Accounting
Westminster Academy 2003 — 2007
High School
Kovack Securities February 2015 - Present
Kovack Securities January 2010 - January 2015
Ocean Medical March 2007 - December 2009
Westminster Academy January 2008 - May 2009
Coral Ridge Presbyterian Church June 2003 - July 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Outlook, Microsoft Word, Strategic Planning, PowerPoint, Accounting, Time Management, Financial Analysis, Access, Marketing, Management, Budgets, Team Building, Public Speaking, Teamwork, Event Planning
Education
Nova Southeastern University 2012 — 2014
Master's Degree, Accounting
Florida Atlantic University 2007 — 2011
Bachelor's Degree, Accounting
Westminster Academy 2003 — 2007
High School
Joshua Nicholas's Kovack Securities Experience July 2015 - Present
Job Commissions Processor at Kovack Securities
Industry Accounting
Experience
Kovack Securities July 2015 - Present
Palm Healthcare Foundation June 2014 - June 2015
Publix Super Markets May 2012 - June 2014
s 1900 - 1900
s 1900 - 1900
Skills
Futures Trading, Interest Rate..., Investments, Microsoft Excel, Microsoft Word, Derivatives, Information Technology, Financial Analysis, US Equities, Organizational..., Communication, Data Coding, Data Entry, Journal Entries, Microsoft Office, Filing, Equity Derivatives
Education
Florida Atlantic University 2013 — 2016
Bachelor's Degree, Accounting
Florida Atlantic University 2013 — 2016
Bachelor's Degree, Finance, General
Indian River Community College 2010 — 2012
"Associates Degree", Accounting
Kovack Securities July 2015 - Present
Palm Healthcare Foundation June 2014 - June 2015
Publix Super Markets May 2012 - June 2014
s 1900 - 1900
s 1900 - 1900
Skills
Futures Trading, Interest Rate..., Investments, Microsoft Excel, Microsoft Word, Derivatives, Information Technology, Financial Analysis, US Equities, Organizational..., Communication, Data Coding, Data Entry, Journal Entries, Microsoft Office, Filing, Equity Derivatives
Education
Florida Atlantic University 2013 — 2016
Bachelor's Degree, Accounting
Florida Atlantic University 2013 — 2016
Bachelor's Degree, Finance, General
Indian River Community College 2010 — 2012
"Associates Degree", Accounting
Matthew Laydon AIF® Matthew Laydon AIF®'s Kovack Securities Experience 2005 - Present
Job Registered Representative/ Investment Advisor Representative at Kovack Securities / Kovack Advisors
Industry Financial Services
Experience
Kovack advisors 2005 - Present
Kovack Securities 2005 - Present
Kovack Securities / Kovack Advisors 2005 - Present
Smunk Laydon Private Client Group 2000 - Present
Skills
Series 63, Business Development, 401k, Mutual Funds, Series 7, Retirement Planning, Asset Allocation, Retirement, Fixed Annuities, Employee Benefits, Investment Advisory, Investments, FINRA, Finance, Securities, Wealth Management
Education
College of Charleston 1992 — 1997
Business/Finance
Northwood University
Kovack advisors 2005 - Present
Kovack Securities 2005 - Present
Kovack Securities / Kovack Advisors 2005 - Present
Smunk Laydon Private Client Group 2000 - Present
Skills
Series 63, Business Development, 401k, Mutual Funds, Series 7, Retirement Planning, Asset Allocation, Retirement, Fixed Annuities, Employee Benefits, Investment Advisory, Investments, FINRA, Finance, Securities, Wealth Management
Education
College of Charleston 1992 — 1997
Business/Finance
Northwood University
Kevin Reller Kevin Reller's Kovack Securities Experience October 2011 - Present
Job Financial Advisor at Kovack Securities
Industry Financial Services
Experience
Kovack Securities October 2011 - Present
Raymond James Financial Inc. February 2008 - September 2011
Banc of America Investment Services June 2003 - February 2008
Quincy University July 1990 - June 2003
Skills
Mutual Funds, Sales, Wealth Management, Marketing, Strategic Financial..., Strategic Planning, Retirement Planning, Investment Advisory, Insurance, Credit Analysis, Financial Analysis, Life Insurance, Uniform Combined State..., Commercial Banking, Retirement, Loans, Credit, Series 7, Investments, Financial Advisory, Series 24, Series 63, Securities, Small Business, Mortgage Lending, Alternative Investments, Finance, Commercial Lending, Term Life Insurance, Banking, Asset Allocation, Small Business Lending, Risk Management, Consumer Lending, Wealth, IRAs, Financial Planning
Education
Webster University 1997 — 1999
Master of Arts (MA), Marketing
Quincy University 1988 — 1990
Bachelor of Science (BS), Marketing
Kovack Securities October 2011 - Present
Raymond James Financial Inc. February 2008 - September 2011
Banc of America Investment Services June 2003 - February 2008
Quincy University July 1990 - June 2003
Skills
Mutual Funds, Sales, Wealth Management, Marketing, Strategic Financial..., Strategic Planning, Retirement Planning, Investment Advisory, Insurance, Credit Analysis, Financial Analysis, Life Insurance, Uniform Combined State..., Commercial Banking, Retirement, Loans, Credit, Series 7, Investments, Financial Advisory, Series 24, Series 63, Securities, Small Business, Mortgage Lending, Alternative Investments, Finance, Commercial Lending, Term Life Insurance, Banking, Asset Allocation, Small Business Lending, Risk Management, Consumer Lending, Wealth, IRAs, Financial Planning
Education
Webster University 1997 — 1999
Master of Arts (MA), Marketing
Quincy University 1988 — 1990
Bachelor of Science (BS), Marketing
Rajiv K. Shah Rajiv K. Shah's Kovack Securities Experience April 2011 - September 2014
Job AVP Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Deutsche Bank September 2014 - Present
Kovack Securities April 2011 - September 2014
Crescent Palm Capital Partners November 2010 - April 2011
TD Ameritrade May 2008 - August 2010
Waddell & Reed February 2006 - May 2008
Waddell & Reed January 2005 - January 2006
MetLife January 2004 - January 2005
Prudential Financial October 2002 - December 2003
Wells Fargo Advisors June 2001 - September 2002
Olde Stockbrokers June 2000 - June 2001
Skills
Financial Planning, Sales Management, Investments, Insurance, Investment Advisory, Compliance, Trading, Trade Surveillance, Algorithmic Trading, Electronic Trading, Financial Markets, Capital Markets, Derivatives, Technical Analysis, Risk Management, Pershing NetX360, NFS Streetscape/FBSI, Team Leadership, Broker/Dealer Operations, Registered Investment..., Series 7, Series 6, Series 63, Series 65, Series 4, Series 24, Series 53, Series 55, Series 27, FINOP, Strategic Financial..., Trading System, Commodity, FINRA, Options, Equities, FX Options, Series 99, Trading Strategies, Financial Risk, Financial Services, Hedge Funds, ETFs, Portfolio Management, Asset Management, Alternative Investments, Trading Systems, Banking, Financial Advisory, Investment Strategies
Education
University at Buffalo
B.A, Clinical Psychology
University of North Florida
M.B.A, Finance
Jesse Papike's Kovack Securities Experience November 2007 - January 2012
Job Vice President at CrossSearch
Industry Financial Services
Experience
Cross-Search June 2004 - Present
Kovack Securities November 2007 - January 2012
Skills
Securities, Series 7, Series 63, Financial Advisory, Due Diligence, Broker-Dealer, Recruiting, Mutual Funds, Wealth Management, Retirement, Investment Advisory, FINRA, Investments, Executive Management, Finance, Trading, Financial Services
Education
San Diego State University-California State University
Cross-Search June 2004 - Present
Kovack Securities November 2007 - January 2012
Skills
Securities, Series 7, Series 63, Financial Advisory, Due Diligence, Broker-Dealer, Recruiting, Mutual Funds, Wealth Management, Retirement, Investment Advisory, FINRA, Investments, Executive Management, Finance, Trading, Financial Services
Education
San Diego State University-California State University
Brianne Newton Brianne Newton's Kovack Securities Experience May 2002 - August 2004
Job Director of Marketing at SurfSkate Industries
Industry Marketing and Advertising
Experience
SurfSkate Industries June 2009 - Present
Stand Up Paddle Co March 2010 - September 2010
BambooSk8 January 2010 - March 2010
Buchanan Street Partners May 2008 - August 2008
Kovack Securities May 2002 - August 2004
Skills
Public Relations, Event Planning, Marketing Communications, Customer Service, Spanish, Database Administration, Press Releases, Email Marketing, Social Media, Trade Shows, Marketing, Social Media Marketing, Advertising, Event Management, Brand Development
Education
Boston College 2005 — 2009
Bachelor of Science, Marketing and Finance
Universitat Autònoma de Barcelona 2008 — 2008
Study Abroad Program, Spanish and International Marketing
London School of Economics 2007 — 2007
Study Abroad Program, Organization and Strategic Management
SurfSkate Industries June 2009 - Present
Stand Up Paddle Co March 2010 - September 2010
BambooSk8 January 2010 - March 2010
Buchanan Street Partners May 2008 - August 2008
Kovack Securities May 2002 - August 2004
Skills
Public Relations, Event Planning, Marketing Communications, Customer Service, Spanish, Database Administration, Press Releases, Email Marketing, Social Media, Trade Shows, Marketing, Social Media Marketing, Advertising, Event Management, Brand Development
Education
Boston College 2005 — 2009
Bachelor of Science, Marketing and Finance
Universitat Autònoma de Barcelona 2008 — 2008
Study Abroad Program, Spanish and International Marketing
London School of Economics 2007 — 2007
Study Abroad Program, Organization and Strategic Management
Lawrence J. Vocke Lawrence J. Vocke's Kovack Securities Experience September 2012 - Present
Job Financial Consultant for Meister & Associates
Industry Financial Services
Experience
Meister & Associates September 2012 - Present
Kovack Securities September 2012 - Present
Napoleon Area Schools January 2005 - June 2012
Napoleon Area City Schools August 1977 - June 2012
Napoleon Aquatic Club January 1977 - July 2011
Napoleon Area Schools January 1977 - January 1999
Glenwood Public Pool January 1977 - January 1982
Skills
Series 7, Microsoft Office, Punctual, Responsible, Dedicated, Interested in learning, Productive, Stong work ethic, Photoshop, Wealth Management, Financial Advisory, Strategic Financial..., Securities, Retirement Planning, Investments, Options, Work Ethic, Finance, Time Management
Education
Yale University and Coursera 2014 — 2014
Financial Markets with Bob Shiller
Bowling Green State University 1986 — 1987
Master of Science Degree, Education
Bowling Green State University 1973 — 1977
Bachelor of Science Degree, EducationHealth & Physical Education
Meister & Associates September 2012 - Present
Kovack Securities September 2012 - Present
Napoleon Area Schools January 2005 - June 2012
Napoleon Area City Schools August 1977 - June 2012
Napoleon Aquatic Club January 1977 - July 2011
Napoleon Area Schools January 1977 - January 1999
Glenwood Public Pool January 1977 - January 1982
Skills
Series 7, Microsoft Office, Punctual, Responsible, Dedicated, Interested in learning, Productive, Stong work ethic, Photoshop, Wealth Management, Financial Advisory, Strategic Financial..., Securities, Retirement Planning, Investments, Options, Work Ethic, Finance, Time Management
Education
Yale University and Coursera 2014 — 2014
Financial Markets with Bob Shiller
Bowling Green State University 1986 — 1987
Master of Science Degree, Education
Bowling Green State University 1973 — 1977
Bachelor of Science Degree, EducationHealth & Physical Education
Ramón Rivera-Ramos (Monchi) Ramón Rivera-Ramos (Monchi)'s Kovack Securities Experience June 2009 - Present
Job Registered Principal at Kovack Securities
Industry Financial Services
Experience
Smart Insurance Agency, Inc. October 2012 - Present
Kovack Securities June 2009 - Present
Financial Network Investment Corporation, Member SIPC 2003 - 2008
RD Capital Group September 2000 - August 2003
Santander Securities 1998 - 1999
Morgan Stanley Dean Witter 1995 - 1998
Skills
Series 7, Retirement Planning, Securities, Financial Advisory, Alternative Investments, Investments, Strategic Financial..., Finance, Risk Management, Series 63, Financial Services, Life Insurance, Wealth Management, Insurance, FINRA, Financial Analysis, Mutual Funds, Asset Allocation, Retirement, Employee Benefits, Portfolio Management, Fixed Annuities, Investment Advisory, Series 24, 401k, IRAs, Series 65, Uniform Combined State..., Investment Strategies, Asset Management, Disability Insurance, Estate Planning, Long-term Care, Variable Annuities, Equities, Financial Planners, Bonds, Fixed Income, Wealth Management..., Series 6, Separately Managed..., Options, ETFs, Personal Financial..., Long Term Care Insurance, Qualified Retirement..., Term Life Insurance, Trading, Retirement Plan..., Investment Management
Education
Universidad Del Sagrado Corazón 1989 — 1993
Bachelors, Marketing & Accounting
American University - Kogod School of Business 1988 — 1989
Colegio San José 1982 — 1988
Smart Insurance Agency, Inc. October 2012 - Present
Kovack Securities June 2009 - Present
Financial Network Investment Corporation, Member SIPC 2003 - 2008
RD Capital Group September 2000 - August 2003
Santander Securities 1998 - 1999
Morgan Stanley Dean Witter 1995 - 1998
Skills
Series 7, Retirement Planning, Securities, Financial Advisory, Alternative Investments, Investments, Strategic Financial..., Finance, Risk Management, Series 63, Financial Services, Life Insurance, Wealth Management, Insurance, FINRA, Financial Analysis, Mutual Funds, Asset Allocation, Retirement, Employee Benefits, Portfolio Management, Fixed Annuities, Investment Advisory, Series 24, 401k, IRAs, Series 65, Uniform Combined State..., Investment Strategies, Asset Management, Disability Insurance, Estate Planning, Long-term Care, Variable Annuities, Equities, Financial Planners, Bonds, Fixed Income, Wealth Management..., Series 6, Separately Managed..., Options, ETFs, Personal Financial..., Long Term Care Insurance, Qualified Retirement..., Term Life Insurance, Trading, Retirement Plan..., Investment Management
Education
Universidad Del Sagrado Corazón 1989 — 1993
Bachelors, Marketing & Accounting
American University - Kogod School of Business 1988 — 1989
Colegio San José 1982 — 1988
Ryan R. Wyllys Ryan R. Wyllys's Kovack Securities Experience April 2007 - February 2013
Job Regional Investment Consultant at Swan Global Investments
Industry Financial Services
Experience
Swan Global Investments January 2015 - Present
Bank of America April 2014 - January 2015
Principal Financial Group March 2013 - January 2014
Kovack Securities April 2007 - February 2013
Kovack Advisors, Inc April 2007 - September 2012
Ryan Beck & Co., Inc June 2001 - March 2007
Beck & Co., Inc January 2001 - June 2002
Skills
Innovative Thinking, Marketing Communications, Investment Advisory, Asset Management, Portfolio Management, Investments, Asset Allocation, Relationship Marketing, Marketing Strategy, Marketing, Creative Writing, Creative Strategy, Creative Solutions, Teamwork, Philanthropy, Volunteer Management, Volunteer Recruiting, Volunteer Training, Brainstorm Facilitation, Research, Social Media Marketing, Market Research, Technical Writing, Public Speaking, Separately Managed..., Wrap Accounts, Investment Advisory..., Quantitative Research, Qualitative Research, Fundraising, Event Management, Event Planning, Business Development, Practice Management
Education
University of Florida 1997 — 2001
Bachelor of Arts
University of Florida - Warrington College of Business Administration 1997 — 2001
BABA
Spanish River 1995 — 1997
Swan Global Investments January 2015 - Present
Bank of America April 2014 - January 2015
Principal Financial Group March 2013 - January 2014
Kovack Securities April 2007 - February 2013
Kovack Advisors, Inc April 2007 - September 2012
Ryan Beck & Co., Inc June 2001 - March 2007
Beck & Co., Inc January 2001 - June 2002
Skills
Innovative Thinking, Marketing Communications, Investment Advisory, Asset Management, Portfolio Management, Investments, Asset Allocation, Relationship Marketing, Marketing Strategy, Marketing, Creative Writing, Creative Strategy, Creative Solutions, Teamwork, Philanthropy, Volunteer Management, Volunteer Recruiting, Volunteer Training, Brainstorm Facilitation, Research, Social Media Marketing, Market Research, Technical Writing, Public Speaking, Separately Managed..., Wrap Accounts, Investment Advisory..., Quantitative Research, Qualitative Research, Fundraising, Event Management, Event Planning, Business Development, Practice Management
Education
University of Florida 1997 — 2001
Bachelor of Arts
University of Florida - Warrington College of Business Administration 1997 — 2001
BABA
Spanish River 1995 — 1997
Patrick Castelli CFA ® Patrick Castelli CFA ®'s Kovack Securities Experience 2005 - 2007
Job AMIPLANS
Industry Financial Services
Experience
AMIPLANS January 2009 - Present
Dinosaur Securities 2015 - 2015
Waddell & Reed 2009 - 2010
Waddell & Reed 2009 - 2010
Eastbrook Capital 2007 - 2009
Kovack Securities 2005 - 2007
21st Century Adviosrs 2003 - 2005
Smith Barney 1988 - 1994
Skills
Strategic Planning, Microsoft Excel, Customer Service, Risk Management, Budgets, Microsoft Office, Sales Management, Forecasting, New Business Development, Microsoft Word, Insurance, Negotiation, Accounting, Business Strategy, PowerPoint, Equities, Asset Management, Investment Advisory, Fixed Income, Investments, Securities, Financial Advisory, Portfolio Management, Strategy, Separately Managed..., Mutual Funds, Series 63, Financial Analysis, FINRA, Due Diligence, Series 24, Series 7, Series 65, Uniform Combined State..., Asset Allocation, Wealth Management, Financial Services
Education
Siena College
Bachelor of Science (BS), Finance
AMIPLANS January 2009 - Present
Dinosaur Securities 2015 - 2015
Waddell & Reed 2009 - 2010
Waddell & Reed 2009 - 2010
Eastbrook Capital 2007 - 2009
Kovack Securities 2005 - 2007
21st Century Adviosrs 2003 - 2005
Smith Barney 1988 - 1994
Skills
Strategic Planning, Microsoft Excel, Customer Service, Risk Management, Budgets, Microsoft Office, Sales Management, Forecasting, New Business Development, Microsoft Word, Insurance, Negotiation, Accounting, Business Strategy, PowerPoint, Equities, Asset Management, Investment Advisory, Fixed Income, Investments, Securities, Financial Advisory, Portfolio Management, Strategy, Separately Managed..., Mutual Funds, Series 63, Financial Analysis, FINRA, Due Diligence, Series 24, Series 7, Series 65, Uniform Combined State..., Asset Allocation, Wealth Management, Financial Services
Education
Siena College
Bachelor of Science (BS), Finance
Jonathan Ament's Kovack Securities Experience September 2014 - April 2015
Job Investment/Portfolio Specialist
Industry Financial Services
Experience
Raymond James (USA) Ltd. April 2015 - Present
Kovack Securities September 2014 - April 2015
American Funds April 2012 - September 2014
J.P. Morgan January 2010 - April 2012
Wilmington Trust January 2008 - March 2009
Smith Barney August 2006 - January 2008
Skills
Mutual Funds, Portfolio Management, Equities, Series 7, FINRA, Investments, Investment Management, Wealth Management, Asset Management, Financial Services, Retirement Planning, Uniform Combined State..., Valuation, Derivatives, Strategic Financial..., Asset Allocation, Alternative Investments, Investment Strategies, Securities, Bloomberg, Bonds, Investment Advisory, Hedge Funds, 401k, Financial Advisory, Options, Separately Managed..., Fund Of Funds, Trading, Fixed Income, Retirement, Life Insurance
Education
University of South Carolina-Columbia 2002 — 2006
B.A, Economics
Sanford School 1999 — 2002
CFA Institute
Passed Level I of the CFA Program, Passed Level I of the CFA Program
Raymond James (USA) Ltd. April 2015 - Present
Kovack Securities September 2014 - April 2015
American Funds April 2012 - September 2014
J.P. Morgan January 2010 - April 2012
Wilmington Trust January 2008 - March 2009
Smith Barney August 2006 - January 2008
Skills
Mutual Funds, Portfolio Management, Equities, Series 7, FINRA, Investments, Investment Management, Wealth Management, Asset Management, Financial Services, Retirement Planning, Uniform Combined State..., Valuation, Derivatives, Strategic Financial..., Asset Allocation, Alternative Investments, Investment Strategies, Securities, Bloomberg, Bonds, Investment Advisory, Hedge Funds, 401k, Financial Advisory, Options, Separately Managed..., Fund Of Funds, Trading, Fixed Income, Retirement, Life Insurance
Education
University of South Carolina-Columbia 2002 — 2006
B.A, Economics
Sanford School 1999 — 2002
CFA Institute
Passed Level I of the CFA Program, Passed Level I of the CFA Program
Chase Carlson Chase Carlson's Kovack Securities Experience June 2010 - September 2011
Job Investment Fraud Attorney, Stockbroker Misconduct Attorney, Stock Loss Attorney
Industry Law Practice
Experience
Carlson & Associates July 2010 - Present
Blueprint Family Office January 2012 - March 2013
Kovack Securities June 2010 - September 2011
ASG Capital LLC January 2009 - May 2010
Skills
Securities Fraud, Securities Litigation, Arbitration
Education
Florida International University 2010 — 2010
Master of Science in Finance
Florida International University - College of Law 2007 — 2010
Doctor of Law (JD)
Florida State University 2003 — 2007
Bachelor of Science in Finance
Carlson & Associates July 2010 - Present
Blueprint Family Office January 2012 - March 2013
Kovack Securities June 2010 - September 2011
ASG Capital LLC January 2009 - May 2010
Skills
Securities Fraud, Securities Litigation, Arbitration
Education
Florida International University 2010 — 2010
Master of Science in Finance
Florida International University - College of Law 2007 — 2010
Doctor of Law (JD)
Florida State University 2003 — 2007
Bachelor of Science in Finance
Rob Kohany's Kovack Securities Experience August 2015 - Present
Job Compliance/options &msrb principal
Industry Financial Services
Experience
Kovack Securities August 2015 - Present
Kovack advisors August 2015 - Present
Kovack advisors August 2015 - Present
Kovack Securities August 2015 - Present
Kovack Advisors July 2015 - Present
Kovack Securities April 2015 - Present
TradeKing July 2012 - April 2015
1st Discount Brokerage July 2007 - August 2012
intercoastal financial services November 1999 - June 2006
jw genesis March 1998 - November 1999
Skills
options trading,..., Equity Trading, brokerage operations..., position trading, institutional and..., Series 7, series53, series4, series24, series55, Options, Investments, Trading, Market Making, Securities, Equities, FINRA, Series 63, ETFs, Fixed Income, Mutual Funds, Capital Markets, Risk Management, Hedge Funds, Series 24, Electronic Trading
Education
University of Connecticut 1985 — 1989
Bachelor of Arts (B.A.), Economics
norwalk high school
norwalk high school
norwalk high school
Kovack Securities August 2015 - Present
Kovack advisors August 2015 - Present
Kovack advisors August 2015 - Present
Kovack Securities August 2015 - Present
Kovack Advisors July 2015 - Present
Kovack Securities April 2015 - Present
TradeKing July 2012 - April 2015
1st Discount Brokerage July 2007 - August 2012
intercoastal financial services November 1999 - June 2006
jw genesis March 1998 - November 1999
Skills
options trading,..., Equity Trading, brokerage operations..., position trading, institutional and..., Series 7, series53, series4, series24, series55, Options, Investments, Trading, Market Making, Securities, Equities, FINRA, Series 63, ETFs, Fixed Income, Mutual Funds, Capital Markets, Risk Management, Hedge Funds, Series 24, Electronic Trading
Education
University of Connecticut 1985 — 1989
Bachelor of Arts (B.A.), Economics
norwalk high school
norwalk high school
norwalk high school
Carlo Bidone's Kovack Securities Experience July 2002 - Present
Job Senior VP/ Branch Development at Kovack Securities
Industry Financial Services
Experience
Kovack Securities July 2002 - Present
Kovack Securities 2002 - 2010
Investacorp, Inc. July 1996 - July 2002
DIA Financial March 1991 - April 1996
Skills
National Accounts, Branch Management, Due Diligence, Compliance, Traders, Operations, Recruitment/Retention, Executive Management, Mutual Funds, Series 7, Securities, Series 24
Education
Florida International University 1988 — 1991
Bachelor of Arts (BA)
Florida International University 1987 — 1991
Bachelor of Science (BS)
University of Miami 1987 — 1991
University of Miami 1986 — 1991
Political Science
Kovack Securities July 2002 - Present
Kovack Securities 2002 - 2010
Investacorp, Inc. July 1996 - July 2002
DIA Financial March 1991 - April 1996
Skills
National Accounts, Branch Management, Due Diligence, Compliance, Traders, Operations, Recruitment/Retention, Executive Management, Mutual Funds, Series 7, Securities, Series 24
Education
Florida International University 1988 — 1991
Bachelor of Arts (BA)
Florida International University 1987 — 1991
Bachelor of Science (BS)
University of Miami 1987 — 1991
University of Miami 1986 — 1991
Political Science
Jessica Chatman Jessica Chatman's Kovack Securities Experience September 2014 - Present
Job Account Services at Kovack Securities
Industry Financial Services
Experience
Kovack Securities September 2014 - Present
Law Offices of Kirk Girrbach, P.A. May 2013 - August 2014
William J. Karoly, Esq., May 2011 - April 2013
Ben-Ezra & Katz, P.A. November 2009 - May 2011
Skills
Bilingual Communications, Microsoft Office, Streetscape, Social Media, Marketing, Marketing Strategy, Event Management, Data Analysis, Data Entry
Education
Florida Atlantic University 2004 — 2009
Bachelor of Arts (B.A.), International Business/Trade/Commerce
Kovack Securities September 2014 - Present
Law Offices of Kirk Girrbach, P.A. May 2013 - August 2014
William J. Karoly, Esq., May 2011 - April 2013
Ben-Ezra & Katz, P.A. November 2009 - May 2011
Skills
Bilingual Communications, Microsoft Office, Streetscape, Social Media, Marketing, Marketing Strategy, Event Management, Data Analysis, Data Entry
Education
Florida Atlantic University 2004 — 2009
Bachelor of Arts (B.A.), International Business/Trade/Commerce
Pete Pecci Pete Pecci's Kovack Securities Experience October 2010 - November 2014
Job Registered Principal, Personal Financial Advisor at Money Armour, LLC.
Industry Financial Services
Experience
Money Armour, LLC. May 2015 - Present
Vertical Capital Markets Group, LLC January 2015 - May 2015
Kovack Securities October 2010 - November 2014
Investacorp, Inc. February 2007 - July 2010
SunTrust Investment Services June 2003 - January 2007
Bank of America March 2002 - June 2003
Franklin Templeton Investments March 1993 - February 2002
Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning
Education
University of South Florida 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Money Armour, LLC. May 2015 - Present
Vertical Capital Markets Group, LLC January 2015 - May 2015
Kovack Securities October 2010 - November 2014
Investacorp, Inc. February 2007 - July 2010
SunTrust Investment Services June 2003 - January 2007
Bank of America March 2002 - June 2003
Franklin Templeton Investments March 1993 - February 2002
Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning
Education
University of South Florida 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Dave Theis Dave Theis's Kovack Securities Experience May 2012 - Present
Job Player Agent at VISE Group and Institutional Consultant at Kovack Securities
Industry Financial Services
Experience
Kovack Securities May 2012 - Present
VISE Group July 2011 - Present
Skills
Retirement, Sales, Investments, Financial Analysis, Process Improvement
Education
Duquesne University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Sales and Marketing
Vincentian Academy 2002 — 2006
Kovack Securities May 2012 - Present
VISE Group July 2011 - Present
Skills
Retirement, Sales, Investments, Financial Analysis, Process Improvement
Education
Duquesne University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Sales and Marketing
Vincentian Academy 2002 — 2006
Perry Carter Perry Carter's Kovack Securities Experience September 2011 - June 2014
Job Financial Operations Principal at ARCA Capital Investments
Industry Financial Services
Experience
ARCA Capital Investments June 2014 - Present
Kovack Securities September 2011 - June 2014
Chase Investment Services Corp January 2010 - August 2011
Chase Investment Services Corp January 2009 - January 2010
Skills
Series 4, Series 7, Series 24, Series 27, Series 53, Series 66, FIBA AMLCA, Securities Regulation, Broker-Dealer Compliance, Alternative Investments, OFAC, Due Diligence, USA PATRIOT Act, Bank Secrecy Act, Investment Advisory, FINRA Abitration, Securities, Mutual Funds, AML, Financial Services, Investments, Trading, Fixed Annuities, FINRA
Education
The Ohio State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Gonzaga College H.S.
ARCA Capital Investments June 2014 - Present
Kovack Securities September 2011 - June 2014
Chase Investment Services Corp January 2010 - August 2011
Chase Investment Services Corp January 2009 - January 2010
Skills
Series 4, Series 7, Series 24, Series 27, Series 53, Series 66, FIBA AMLCA, Securities Regulation, Broker-Dealer Compliance, Alternative Investments, OFAC, Due Diligence, USA PATRIOT Act, Bank Secrecy Act, Investment Advisory, FINRA Abitration, Securities, Mutual Funds, AML, Financial Services, Investments, Trading, Fixed Annuities, FINRA
Education
The Ohio State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Gonzaga College H.S.
Joe Cintron Joe Cintron's Kovack Securities Experience February 2005 - Present
Job Operation Specialist at Kovack Securities
Industry Financial Services
Experience
Kovack Securities February 2005 - Present
Vfinance Investments October 1999 - December 2003
Capital international June 1998 - September 1999
Pershing June 1989 - June 1998
Skills
Customer Service, Customer Relations, Bilingual-Spanish, Margin
Education
Ramapo College of NJ 1982 — 1986
Bachelor of Business Administration (B.B.A.)
Hoboken High School 1979 — 1982
Kovack Securities February 2005 - Present
Vfinance Investments October 1999 - December 2003
Capital international June 1998 - September 1999
Pershing June 1989 - June 1998
Skills
Customer Service, Customer Relations, Bilingual-Spanish, Margin
Education
Ramapo College of NJ 1982 — 1986
Bachelor of Business Administration (B.B.A.)
Hoboken High School 1979 — 1982
John Yuhas's Kovack Securities Experience 2014 - 2015
Job Operations Manager at Kalos Financial
Industry Financial Services
Experience
Kalos Financial 2015 - Present
Kovack Securities 2014 - 2015
Resource Horizons Group LLC 2011 - 2014
Fitkids 2009 - 2011
Ferguson Enterprises 2001 - 2009
Education
Mercer University - Stetson School of Business and Economics 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Maryville College 1995 — 2001
BA, International Business
Kalos Financial 2015 - Present
Kovack Securities 2014 - 2015
Resource Horizons Group LLC 2011 - 2014
Fitkids 2009 - 2011
Ferguson Enterprises 2001 - 2009
Education
Mercer University - Stetson School of Business and Economics 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Maryville College 1995 — 2001
BA, International Business
Mindy Marble's Kovack Securities Experience March 2011 - Present
Job Corporate Communications and Training at Kovack Securities
Industry Marketing and Advertising
Experience
Kovack Securities March 2011 - Present
Summit Brokerage Services February 2009 - September 2010
Mutual Service Corporation, An LPL Financial affiliate August 1997 - January 2009
Moroso Motorsports Park February 1996 - August 1997
Skills
Retirement Planning, Training, Mutual Funds, Time Management, Newsletters, Series 7, Marketing, Securities, Budgets, Investments, Corporate Communications
Education
Bowling Green State University 1991 — 1995
Bachelor Degree in Business Administration
Kovack Securities March 2011 - Present
Summit Brokerage Services February 2009 - September 2010
Mutual Service Corporation, An LPL Financial affiliate August 1997 - January 2009
Moroso Motorsports Park February 1996 - August 1997
Skills
Retirement Planning, Training, Mutual Funds, Time Management, Newsletters, Series 7, Marketing, Securities, Budgets, Investments, Corporate Communications
Education
Bowling Green State University 1991 — 1995
Bachelor Degree in Business Administration
Ashlee Jeitner's Kovack Securities Experience September 2005 - August 2011
Job
Industry Financial Services
Experience
Nevada Legal News September 2011 - September 2012
Kovack Securities September 2005 - August 2011
Gap Inc. July 2005 - December 2005
Sibley Residence January 2005 - June 2005
Kiddie Academy August 2003 - May 2005
Skills
Mutual Funds, Securities, Customer Service, Investments, Microsoft Office, Customer Satisfaction, Insurance, Investment Advisory, Asset Allocation, Retirement Planning, 401k, Retirement
Education
University of Nevada-Las Vegas 2011 — 2012
Finance, General
University of Phoenix 2009 — 2011
Finance, General
Broward Community College 2007 — 2009
Finance, General
Nevada Legal News September 2011 - September 2012
Kovack Securities September 2005 - August 2011
Gap Inc. July 2005 - December 2005
Sibley Residence January 2005 - June 2005
Kiddie Academy August 2003 - May 2005
Skills
Mutual Funds, Securities, Customer Service, Investments, Microsoft Office, Customer Satisfaction, Insurance, Investment Advisory, Asset Allocation, Retirement Planning, 401k, Retirement
Education
University of Nevada-Las Vegas 2011 — 2012
Finance, General
University of Phoenix 2009 — 2011
Finance, General
Broward Community College 2007 — 2009
Finance, General
Harvey Wolfe's Kovack Securities Experience 2010 - Present
Job Compliance Officer at Kovack Securities
Industry Financial Services
Experience
Kovack Securities 2010 - Present
All Promotional Solutions, LLC June 2003 - March 2010
Alarm Zone, Inc. – Authorized ADT Dealer May 2000 - June 2003
SecurityLink from Ameritech May 1992 - May 2000
Education
University of Florida
Business Administration
Kovack Securities 2010 - Present
All Promotional Solutions, LLC June 2003 - March 2010
Alarm Zone, Inc. – Authorized ADT Dealer May 2000 - June 2003
SecurityLink from Ameritech May 1992 - May 2000
Education
University of Florida
Business Administration
Kyle Witschen's Kovack Securities Experience April 2015 - Present
Job Trade Desk Associate at Kovack Securities
Industry Financial Services
Experience
Kovack Securities April 2015 - Present
TradeKing March 2014 - April 2015
Mutual of America April 2013 - March 2014
Skills
Financial Analysis, Training & Development, Sales Operations, Adobe Software, Microsoft Technologies, C++, JavaScript, Unix, CSS, Perl, Ubuntu, HTML, XHTML, Orion, Genesys, Mutual Funds, Retirement, Claims Handling, FINRA regulatory..., Analysis, Sales, Customer Service, Insurance, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Microsoft Word
Education
Florida State University - College of Business 2006 — 2010
B.S. Finance, Minor in Computer Science
Kovack Securities April 2015 - Present
TradeKing March 2014 - April 2015
Mutual of America April 2013 - March 2014
Skills
Financial Analysis, Training & Development, Sales Operations, Adobe Software, Microsoft Technologies, C++, JavaScript, Unix, CSS, Perl, Ubuntu, HTML, XHTML, Orion, Genesys, Mutual Funds, Retirement, Claims Handling, FINRA regulatory..., Analysis, Sales, Customer Service, Insurance, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Microsoft Word
Education
Florida State University - College of Business 2006 — 2010
B.S. Finance, Minor in Computer Science
Craig Spry's Kovack Securities Experience June 2005 - June 2011
Job CERTIFIED FINANCIAL PLANNER™ Professional and Financial Services Representative
Industry Investment Management
Experience
MetLife June 2011 - June 2015
Kovack Securities June 2005 - June 2011
Bank of America December 2003 - June 2005
Wells Fargo Advisors January 2001 - December 2003
Skills
Series 63, Securities, Investments, Portfolio Management, Series 65, Management, Training, Financial Goals, Retirement Planning, Mutual Funds, Retirement, Insurance, Fixed Annuities, Asset Allocation, 401k, IRAs, Life Insurance, Investment Strategies, Estate Planning, Disability Insurance, Alternative Investments, Asset Management, Equities, Fixed Income, Variable Annuities, 401k Rollovers, Bonds, Investment Advisory..., Financial Advisory..., Long Term Care Insurance, Financial Advisory
Education
UNCC 1991 — 1996
Bachelor of Science (BS), Finance
Catawba College 1990 — 1991
General Studies, Finance, General
MetLife June 2011 - June 2015
Kovack Securities June 2005 - June 2011
Bank of America December 2003 - June 2005
Wells Fargo Advisors January 2001 - December 2003
Skills
Series 63, Securities, Investments, Portfolio Management, Series 65, Management, Training, Financial Goals, Retirement Planning, Mutual Funds, Retirement, Insurance, Fixed Annuities, Asset Allocation, 401k, IRAs, Life Insurance, Investment Strategies, Estate Planning, Disability Insurance, Alternative Investments, Asset Management, Equities, Fixed Income, Variable Annuities, 401k Rollovers, Bonds, Investment Advisory..., Financial Advisory..., Long Term Care Insurance, Financial Advisory
Education
UNCC 1991 — 1996
Bachelor of Science (BS), Finance
Catawba College 1990 — 1991
General Studies, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY