Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Kokeny is an investment advisor representative at Kovack Advisors, Inc. Erik has been in the industry since August 20, 1996, and is registered with FINRA and the state of California as an investment advisor representative. Erik is also registered in 17 other states as a broker-dealer. Erik has a Series 6, Series 7, and Series 63 license as well as a Series 65 license. Erik is a licensed insurance agent and is registered with Great Lakes Independent Insurance, Kovack Securities, Inc., and Securities America, Inc.
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
08/24/2010 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
MI
11/28/2006 - 03/27/2007
SECURITIES AMERICA, INC. (TROY MI)
MI
01/18/2000 - 11/24/2006
SECURITIES AMERICA, INC. (TROY MI)
MA
08/12/1996 - 02/08/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/12/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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