Unclaimed
Edward Kenneth Kovac is a financial advisor currently registered with MML Investors Services, LLC. Edward has been in the industry since March 1999 and has served as an agent with a number of other firms including MSI Financial Services, Inc. and David Lerner Associates, Inc.. Edward is licensed in New York and Texas. He has also held licenses in Connecticut, Delaware, District of Columbia, Florida, Georgia, Iowa, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, North Carolina, Pennsylvania, and Virginia.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
05/22/2017 - Present
MML Investors Services, LLC (TARRYTOWN NY)
NY
03/07/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
03/29/2000 - 03/07/2014
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Kovac is the right advisor for you? Invested Better is here to help.