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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid M. Brown is a financial advisor with Kovack Advisors, Inc. in Boca Raton, Florida. David has been in the financial industry since March 11, 2002. David has a wide range of experience in financial planning, portfolio management, and investment advisory services. David holds a variety of licenses and certifications, including the Series 66, Series 65, Series 63, Series 7, and Series 24 exams. David is also a Certified Financial Planner. David has a strong track record of providing personalized and comprehensive financial advice to individual clients, businesses, and institutions. David works with clients to develop financial plans and investment strategies that are tailored to their specific needs and goals.
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
06/03/2013 - Present
Kovack Advisors, Inc. (Boca Raton FL)
FL
02/25/2003 - 08/02/2004
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
TX
03/14/2000 - 12/22/2000
NORTHSTAR SECURITIES, INC. (DALLAS TX)
MO
10/27/1999 - 03/29/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 10/06/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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