Unclaimed
Benjamin Michael Weinstock is an investment advisor representative with Kovack Advisors, Inc.. Benjamin is a licensed investment advisor with a total of 2 approved registrations. Benjamin has been in the industry since 2014 and specializes in securities, insurance, retirement planning, and mutual funds. Benjamin has been registered with the state of Florida since 2015. Benjamin is also currently registered with the state of California. Kovack Advisors, Inc. is a registered investment advisor that provides financial planning, portfolio management, and selection of other advisors to clients. The firm has assets under management of approximately $4,287,822,781.
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
03/13/2019 - Present
Kovack Advisors, Inc. (Fort Lauderdale FL)
FL
07/23/2013 - 07/01/2014
PERSHING LLC (LAKE MARY FL)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/03/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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