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Michael Joseph Kwedar

Kovack Advisors, Inc.

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About Michael Joseph Kwedar

Michael Kwedar is a Registered Representative with Kovack Advisors, Inc. Michael is a Financial Advisor with over 30 years of experience in the financial services industry. Michael Kwedar has also been registered with other firms including Resource Horizons Group LLC, Securities America, Inc., Terra Securities Corporation, Capital Brokerage Corporation, Forth Financial Securities, Corporation, EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States. Michael holds Series 63, SIE, Series 7, Series 6, and Series 1 licenses. Michael's experience includes providing financial planning and asset protection services to individuals, families, and businesses.

Firm Information

Michael Kwedar 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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Michael Kwedar’s Registration & Firm History

FL

10/30/2014 - Present

Kovack Advisors, Inc. (FT. LAUDERDALE FL)

TX

01/07/2009 - 10/15/2014

RESOURCE HORIZONS GROUP LLC (FORT WORTH TX)

TX

04/18/2005 - 12/22/2008

SECURITIES AMERICA, INC. (FORT WORTH TX)

IL

01/01/2004 - 04/26/2005

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

VA

12/01/1997 - 01/01/2004

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

10/22/1993 - 12/01/1997

FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)

NA

10/20/1980 - 04/30/1986

EQUICO SECURITIES, INC.

NA

08/24/1977 - 04/25/1986

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

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Licenses & Designations

BC

Issued 10/21/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/21/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/16/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Joseph Kwedar. Review regulatory record here.
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