Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergey? Claim Your ProfileSergey Kovalev is a registered representative with Spirit of America Management Corp. Sergey has been in the securities industry for over 6 years. He has a Series 7, Series 24 and Series 66 license. Sergey is registered in California, Florida, Nevada, New Jersey, New Mexico, New York, Pennsylvania, South Carolina, and Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/04/2018 - Present
Spirit OF America Management Corp. (SYOSSET NY)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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