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Isabelle Allison Shick

Kovack Advisors, Inc.

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About Isabelle Allison Shick

Isabelle Allison Shick is a registered representative with Kovack Advisors, Inc. and has been in the industry since 2007. Isabelle holds a Series 7, 66, 24, 27, 79TO, and 99TO licenses and has been active in the state of Florida since 2007. She is also active in the state of Ohio, where she became licensed in May 2024. Isabelle was formerly with Latin Securities Inc. in Miami, Florida.

Firm Information

Isabelle Shick 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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Isabelle Shick’s Registration & Firm History

FL

05/25/2024 - Present

Kovack Advisors, Inc. (FT. LAUDERDALE FL)

FL

02/06/2020 - 07/22/2022

LATIN SECURITIES INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 01/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2010

Series 27 - Financial and Operations Principal Examination

BC

Issued 12/01/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional 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 10/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Isabelle Allison Shick.
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