Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrett? Claim Your ProfileJarrett Zack Kovics is an investment advisor representative with Hilltop Securities Inc. Jarrett has been in the industry since 1999. Jarrett has a wide range of experience, having previously worked at BA Securities, LLC, USCA Securities LLC, Robert W. Baird & Co. Incorporated, Prudential Investment Management Services LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Dean Witter Reynolds Inc. and Menocal & Co. Jarrett is registered with the state of Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
12/20/2022 - Present
Hilltop Securities Inc. (DALLAS TX)
PA
11/15/2019 - 01/05/2021
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
TX
03/02/2018 - 11/01/2019
USCA SECURITIES LLC (HOUSTON TX)
CO
06/18/2010 - 02/22/2017
ROBERT W. BAIRD & CO. INCORPORATED (BOULDER CO)
NJ
07/16/2009 - 06/11/2010
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
HI
06/01/2009 - 06/22/2009
MORGAN STANLEY SMITH BARNEY (HONOLULU HI)
HI
02/27/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HONOLULU HI)
NY
09/10/1996 - 11/07/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/25/1995 - 07/01/1996
MENOCAL & CO.
IA
Issued 09/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jarrett Kovics is the right advisor for you? Invested Better is here to help.
