Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wright is a financial advisor with Kovack Advisors, Inc. based in Fort Lauderdale, FL. Steven has been in the financial industry since 2014 and holds Series 7, 63, and 65 licenses. Steven Wright has been a registered representative with Kovack Securities, Inc. since 2018. Steven Wright is a licensed CPA and provides financial planning and investment management services to individual and corporate clients. Steven Wright's firm, Kovack Advisors, Inc., is an SEC Registered Investment Advisor with approximately $4.3 billion in assets under management. The firm offers a range of financial services, including financial planning, portfolio management, and investment advisory services.
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
06/23/2023 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
09/11/2022 - 02/06/2023
IFP SECURITIES, LLC (TAMPA FL)
FL
04/05/2018 - 09/09/2022
KOVACK SECURITIES INC. (WINTER HAVEN FL)
FL
10/25/2017 - 03/09/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKELAND FL)
FL
04/17/2014 - 10/04/2017
KOVACK SECURITIES INC. (WINTER HAVEN FL)
IA
Issued 07/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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