Unclaimed
Adan Jose Salazar is a financial advisor with Kovack Advisors, Inc.. Adan has been in the industry since May 2005 and is registered with FINRA. Adan is registered in Louisiana, Texas, and Texas. Adan is also a registered investment advisor in Texas. Adan has worked with Kovack Advisors, Inc. since November 2014. Adan has also worked with LPL Financial LLC, Edward Jones, and Wells Fargo Investments, LLC. Adan holds the Series 66, Series 24, SIE, and Series 7 licenses. Adan is also a partner with Sentinel Integra Services. Adan offers financial planning, portfolio management for individuals, and portfolio management for businesses. Adan also offers the selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
11/07/2014 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
TX
05/27/2011 - 11/21/2014
LPL FINANCIAL LLC (MCALLEN TX)
TX
04/25/2006 - 05/31/2011
EDWARD JONES (MISSION TX)
CA
05/17/2005 - 04/27/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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