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Colleen Ann Kovacs

Planned Financial Programs, Inc.

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About Colleen Ann Kovacs

Colleen Kovacs has been in the financial services industry since March 1999. Colleen is currently registered with Planned Financial Programs, Inc. Colleen's registration is active in New York. Colleen has passed the Series 6, Series 63 and SIE exams.

Firm Information

Colleen Kovacs is currently registered with Planned Financial Programs, Inc.. Planned Financial Programs, Inc. is a corporation approved in 1991. It is registered in Florida, New Jersey and New York. The firm has one approved SEC registration. There is one regulatory event on record for this firm.

Not reported

Assets Under Management

Not reported

Total Clients

3

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.

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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Colleen Kovacs’s Registration & Firm History

NY

03/31/1999 - Present

Planned Financial Programs, Inc. (MELVILLE NY)

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Licenses & Designations

BC

Issued 07/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colleen Ann Kovacs.
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