Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Lea Kirby is a financial advisor at Kovack Advisors, Inc., and has been in the financial industry since July 29, 2001. Mindy holds Series 66, Series 7 and SIE licenses. Mindy has experience with Kovack Securities, Inc., Securities America Advisors, Securities America, Inc., and Beacon Retirement Planning Services. Mindy specializes in working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Mindy's primary focus is on providing financial planning services. Mindy also provides selection of other advisers and portfolio management services for individuals and businesses.
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
TX
04/14/2020 - Present
Kovack Advisors, Inc. (Rowlett TX)
TX
10/11/2018 - 02/05/2020
SECURITIES AMERICA, INC. (DALLAS TX)
TX
04/26/2001 - 08/03/2018
KESTRA INVESTMENT SERVICES, LLC (DALLAS TX)
BOTH
Issued 06/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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