Unclaimed
Rene Villate-cortes is a financial advisor with Kovack Advisors, Inc. Rene has been working in the financial industry since 2007. Rene holds a Series 7 license and is a registered representative with FINRA. Rene also holds a Series 66 license, and is registered as an investment advisor in Florida and Puerto Rico.
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
06/17/2009 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
PR
11/16/2007 - 06/17/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (GUAYNABO PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Rene Villate-cortes is the right advisor for you? Invested Better is here to help.