Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carie? Claim Your ProfileCarie Gratz has been a registered representative since November 12, 2015. Carie Gratz is currently registered with Kovack Advisors, Inc. and has been with the firm since July 24, 2017. Prior to that Carie Gratz was employed by SUMMIT BROKERAGE SERVICES, INC.. Carie Gratz holds Series 7, Series 66 and SIE licenses. Carie Gratz is registered to conduct business in 22 states.
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
07/24/2017 - Present
Kovack Advisors, Inc. (Stuart FL)
FL
11/12/2015 - 07/27/2017
SUMMIT BROKERAGE SERVICES, INC. (STUART FL)
BOTH
Issued 03/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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