Unclaimed
Kenneth Steven Yermak is a financial advisor registered with Kovack Advisors, Inc. Kenneth has been in the industry since 1996 and is licensed to conduct business in California, Florida, Illinois, Nevada, Ohio, and Texas. Kenneth has a broad range of experience in financial services, including fixed insurance, investment advisory services, and portfolio management. Kenneth Steven Yermak is committed to providing clients with personalized financial advice and strategies to help them reach their goals.
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
02/02/2011 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
06/20/2002 - 11/12/2010
CHARLES SCHWAB & CO., INC. (FORT LAUDERDALE FL)
MN
11/20/1996 - 06/28/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/20/1996 - 06/28/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/07/1995 - 09/28/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 08/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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