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Gregory Keith Vereen

Kovack Advisors, Inc.

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About Gregory Keith Vereen

Gregory Vereen is a financial advisor with Kovack Advisors, Inc., based in Fort Lauderdale, Florida. Gregory has been in the industry since September 21, 2000. Gregory specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Gregory is registered with the state of Florida as both a broker-dealer and an investment advisor. He holds the Series 6 and SIE exams and is licensed to conduct business in Florida.

Firm Information

Gregory Vereen is currently registered with Kovack Advisors, Inc.. Kovack Advisors, Inc. is an investment advisor headquartered in FT. LAUDERDALE, FL. The firm manages $4.29 billion in assets for a variety of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, and pension and profit-sharing plans. Kovack Advisors provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm employs 229 licensed agents and 300 investment adviser representatives. The firm's SEC number is 801-63048.
Kovack Advisors, Inc.

6451 N. FEDERAL HWY

FT. LAUDERDALE, FL 33308

$4.29B

Assets Under Management

1,602

Total Clients

264

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Vereen’s Registration & Firm History

FL

05/27/2021 - Present

Kovack Advisors, Inc. (FT. LAUDERDALE FL)

FL

07/17/2020 - 05/25/2021

SECURITIES AMERICA, INC. (DAVIE FL)

FL

10/01/2007 - 07/17/2020

INVESTACORP, INC. (DAVIE FL)

TX

09/05/2000 - 09/13/2007

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

09/21/2000 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gregory Keith Vereen. Review regulatory record here.
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