Unclaimed
Anthony Agbay is an investment advisor representative with Kovack Advisors, Inc. Kovack Advisors, Inc. is a registered investment advisor with offices in Fort Lauderdale, Florida and Troy, Michigan. Anthony has over 25 years of experience in the financial services industry. Anthony holds a variety of licenses and registrations, including Series 7, Series 10, Series 31, Series 63 and Series 65. Anthony has worked for a number of financial firms including Raymond James & Associates, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony specializes in portfolio management for individuals and businesses.
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
MI
07/20/2015 - Present
Kovack Advisors, Inc. (TROY MI)
MI
07/13/2012 - 07/27/2015
L.M. KOHN & COMPANY (TROY MI)
MI
07/23/2009 - 07/19/2012
LEONARD & COMPANY (TROY MI)
MI
11/17/2006 - 07/22/2009
RAYMOND JAMES & ASSOCIATES, INC. (AUBURN HILLS MI)
MI
11/14/1998 - 11/24/2006
UBS FINANCIAL SERVICES INC. (TROY MI)
NY
11/16/1993 - 11/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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