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Benjamin Michael Weinstock

Kovack Advisors, Inc.

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About Benjamin Michael Weinstock

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.

Firm Information

Benjamin Weinstock 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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Benjamin Weinstock’s Registration & Firm History

FL

03/13/2019 - Present

Kovack Advisors, Inc. (Fort Lauderdale FL)

FL

07/23/2013 - 07/01/2014

PERSHING LLC (LAKE MARY FL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Benjamin Michael Weinstock.
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