Unclaimed Profile

Melinda Sue Wolfe

KOVACK ADVISORS, INC.·FT. LAUDERDALE, Florida

KOVACK ADVISORS, INC.

6451 N. FEDERAL HWY, FT. LAUDERDALE, FL 33308CRD# 1627593Firm CRD# 140808

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melinda Sue Wolfe · FT. LAUDERDALE, FL

Registration

CRD #1627593 · KOVACK ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Melinda Sue Wolfe is a registered financial advisor based in FT. LAUDERDALE, Florida, affiliated with KOVACK ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KOVACK ADVISORS, INC.

AUM

$4.3B

Regulatory assets under management

Employees

315

Total firm employees

View all advisors at KOVACK ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1627593

Firm CRD# 140808

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Melinda Sue Wolfe offer?

Melinda Sue Wolfe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. LAUDERDALE, Florida for a consultation.

What are Melinda Sue Wolfe's credentials?

Melinda Sue Wolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melinda Sue Wolfe located?

Melinda Sue Wolfe is based in FT. LAUDERDALE, Florida, working with KOVACK ADVISORS, INC.. Their office serves clients in the FT. LAUDERDALE metropolitan area and surrounding communities.

How does Melinda Sue Wolfe charge for services?

Melinda Sue Wolfe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOVACK ADVISORS, INC.?

KOVACK ADVISORS, INC. has approximately 315 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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