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Noel William Gerson

Kovack Advisors, Inc.

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About Noel William Gerson

Noel William Gerson is an Investment Advisor Representative associated with Kovack Advisors, Inc. Noel has been in the industry since 2011. Noel holds Series 66, SIE, and Series 7 licenses and is registered to provide investment advisory services in Arizona, California, Colorado, Florida, New Jersey, and Texas. Prior to joining Kovack Advisors, Inc., Noel was employed by Wells Fargo Advisors Financial Network, LLC and Edward Jones. Noel currently provides services such as financial planning, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Noel Gerson 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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Noel Gerson’s Registration & Firm History

AZ

01/03/2017 - Present

Kovack Advisors, Inc. (Scottsdale AZ)

AZ

03/27/2015 - 06/03/2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)

AZ

10/21/2011 - 03/30/2015

EDWARD JONES (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 11/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Noel William Gerson. Review regulatory record here.
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