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Sandra Benain McKoy

Kovack Advisors, Inc.

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About Sandra Benain McKoy

Sandra McKoy is a financial advisor with over 20 years of experience. Sandra is registered to provide investment advice in Colorado, Connecticut, Florida, Georgia, Massachusetts, New Jersey and North Carolina. Sandra has worked with Kovack Advisors, Inc. since 2019. Prior to that, Sandra worked with Citigroup Global Markets Inc. and SunTrust Investment Services, Inc.. Sandra is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Sandra McKoy 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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Sandra McKoy’s Registration & Firm History

FL

10/04/2019 - Present

Kovack Advisors, Inc. (Tamarac FL)

FL

05/15/2017 - 09/25/2019

CITIGROUP GLOBAL MARKETS INC. (CORAL SPRINGS FL)

FL

11/17/1997 - 05/17/2017

SUNTRUST INVESTMENT SERVICES, INC. (LAUDERDALE LAKES FL)

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Licenses & Designations

BOTH

Issued 11/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 4 public disclosures for Sandra Benain McKoy. Review regulatory record here.
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