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Ada Concepcion Valdes

Kovack Securities Inc.

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About Ada Concepcion Valdes

Ada Valdes is a financial professional with over 20 years of experience in the securities industry. Ada currently holds a Series 7 and SIE license and is registered with Kovack Securities Inc. in Coral Gables, Florida. Previously, Ada was registered with Beech Hill Securities, Inc. and Schild Asset Management Inc. in Florida, as well as Capital Guardian, LLC in North Carolina.

Firm Information

Ada Valdes is currently registered with Kovack Securities Inc.. Kovack Securities Inc. is a Corporation formed in 1997 and is approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Ada Valdes’s Registration & Firm History

FL

06/08/2017 - Present

Kovack Securities Inc. (Coral Gables FL)

NC

06/03/2013 - 06/08/2017

CAPITAL GUARDIAN, LLC (CHARLOTTE NC)

FL

10/19/2007 - 05/31/2013

BEECH HILL SECURITIES, INC. (MIRAMAR FL)

FL

08/01/1996 - 11/23/2007

SCHILD ASSET MANAGEMENT INC. (PRMBROKE PINES FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ada Concepcion Valdes.
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