Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Randal Wright is a financial professional with over 16 years of experience in the industry. Steven currently holds a Series 63, Series 24, Series 7 and SIE license, and is registered with Kovack Advisors, Inc. Steven is also a Personal Financial Specialist and has previously worked with IFP Securities, LLC, Kovack Securities Inc., GWN Securities Inc., Medallion Investment Services, Inc. and NFP Securities, Inc. Kovack Advisors, Inc. is an SEC registered investment advisor.
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.
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2
FL
06/20/2023 - Present
Kovack Advisors, Inc. (Winter Haven FL)
FL
09/09/2022 - 06/21/2023
IFP SECURITIES, LLC (Winter Haven FL)
FL
02/08/2010 - 09/09/2022
KOVACK SECURITIES INC. (WINTER HAVEN FL)
FL
11/03/2009 - 02/08/2010
GWN SECURITIES INC. (WINTER HAVEN FL)
FL
08/23/2006 - 11/16/2009
MEDALLION INVESTMENT SERVICES, INC. (WINTER HAVEN FL)
FL
06/15/2006 - 08/31/2006
NFP SECURITIES, INC. (WINTER HAVEN FL)
BC
Issued 12/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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