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Miranda Lounette Ellis

Kovack Advisors, Inc.

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About Miranda Lounette Ellis

Miranda Lounette Ellis is a registered representative and investment advisor representative with Kovack Advisors, Inc. located in Bucklin, KS. Miranda has been in the financial services industry since February 2019. Miranda holds Series 7, Series 66 and SIE licenses and is registered in several states, including Arizona, Colorado, Kansas, Nebraska, Oklahoma, and Texas. Prior to joining Kovack Advisors, Inc., Miranda was employed by SA Stone Wealth Management, Inc., also in Kansas. Miranda provides financial planning, portfolio management, and selection of other advisers.

Firm Information

Miranda Ellis 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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Miranda Ellis’s Registration & Firm History

KS

11/09/2023 - Present

Kovack Advisors, Inc. (Bucklin KS)

KS

02/07/2019 - 11/09/2023

SA STONE WEALTH MANAGEMENT INC. (Dodge City KS)

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Licenses & Designations

BOTH

Issued 06/10/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Miranda Lounette Ellis. Review regulatory record here.
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