Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bree? Claim Your ProfileBree Nell Simmons is an Investment Advisor Representative registered with Kovack Advisors, Inc., based in Fort Lauderdale, Florida. Bree has been in the financial services industry since July 2017 and has a Series 7, Series 66, and SIE license. Bree has experience with Kovack Advisors, Inc., Securities America, Inc. and Investacorp, Inc.. Bree has also had previous roles at Patagonia and Simmons Financial.
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
04/29/2022 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
ME
07/17/2020 - 04/29/2022
SECURITIES AMERICA, INC. (POWNAL ME)
VT
07/27/2017 - 07/17/2020
INVESTACORP, INC. (MIDDLEBURY VT)
BOTH
Issued 10/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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