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Andres Antonio Morgado

Kovack Advisors, Inc.

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About Andres Antonio Morgado

Andres Antonio Morgado is an investment advisor representative at Kovack Advisors, Inc. Andres has been in the industry for over 20 years and holds a Series 7, Series 3 and Series 63 license, as well as the SIE exam. Andres is a Certified Financial Planner and a Personal Financial Specialist and is registered in Florida and Puerto Rico. Andres specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors. Andres is affiliated with Kovack Securities, Inc. and Kovack Advisors, Inc.

Firm Information

Andres Morgado is currently registered with Kovack Advisors, Inc.. Kovack Advisors, Inc. is an investment advisor headquartered in FT. LAUDERDALE, FL. The firm manages $4.29 billion in assets for a variety of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, and pension and profit-sharing plans. Kovack Advisors provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm employs 229 licensed agents and 300 investment adviser representatives. The firm's SEC number is 801-63048.
Kovack Advisors, Inc.

6451 N. FEDERAL HWY

FT. LAUDERDALE, FL 33308

$4.29B

Assets Under Management

1,602

Total Clients

264

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andres Morgado’s Registration & Firm History

FL

01/05/2011 - Present

Kovack Advisors, Inc. (FT. LAUDERDALE FL)

PR

11/03/2000 - 06/17/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (GUAYNABO PR)

PR

02/24/1999 - 10/03/2000

ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)

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Licenses & Designations

BC

Issued 11/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/25/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andres Antonio Morgado.
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