Unclaimed Profile

Melinda Sue Wolfe

KOVACK ADVISORS, INC.·FT. LAUDERDALE, Florida

SIE, Series 6, Series 14, Series 24, Series 27, Series 79TO, Series 99TOKOVACK 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

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 14

Series 24

Series 27

Series 79TO

Series 99TO

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

KOVACK ADVISORS, INC.

CRD 140808 · SEC 801-63048

AUM

$4.3B

Regulatory assets under management

Employees

315

18,409 client accounts

Services offered by KOVACK ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOVACK ADVISORS, INC. →

Introduction

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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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