Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Dorfman is an investment advisor representative with Kovack Advisors, Inc. Jennifer has been in the securities industry since January 31, 2006. Jennifer has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, and the General Securities Representative Examination. Jennifer has worked for several firms in the past including Ameriprise Financial Services, Inc., Fusion Analytics Securities LLC, and Newbridge Securities Corporation. Jennifer is registered in Florida as an investment advisor representative. Jennifer is also registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Jennifer specializes in financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jennifer also has experience working with high net worth individuals, corporations or other businesses, and individuals other than high net worth individuals. Jennifer's firm, Kovack Advisors, Inc., is a registered investment advisor with the SEC and has been in business since 2014. The firm manages over $4 billion in assets. Kovack Advisors, Inc., specializes in financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's main office is located in Fort Lauderdale, Florida.
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.
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2
FL
11/05/2024 - Present
Kovack Advisors, Inc. (Fort Lauderdale FL)
FL
05/31/2023 - 05/10/2024
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
04/15/2019 - 03/15/2023
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
08/26/2015 - 04/12/2019
FUSION ANALYTICS SECURITIES LLC (CORAL SPRINGS FL)
FL
11/20/2014 - 08/26/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Ft Lauderdale FL)
FL
05/02/2012 - 11/06/2014
FUSION ANALYTICS SECURITIES LLC (CORAL SPRINGS FL)
FL
06/05/2009 - 08/12/2013
PRIME CAPITAL SERVICES, INC. (CORAL SPRINGS FL)
FL
09/03/2008 - 06/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
NY
10/21/1998 - 08/09/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 12/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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