Pamela
Ghezzi
Kovack Advisors, Inc
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About this Advisor
Pamela Ghezzi is a financial advisor working in Altamonte Springs, Florida with 6 years of industry experience. Ghezzi is on the advisory team at Kovack Advisors, Inc. Their career trajectory has included roles at Valmark Securities, Inc, Sequoia Financial Group, Lincoln Financial Securities Corporation, Valmark Advisers, Inc, Sequoia Financial Advisors, LLC, Kovack Advisors, Inc and Kovack Securities, Inc. Ghezzi holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Kovack Advisors, Inc is an advisory company operating out of Fort Lauderdale, FL. It has offices in 210 locations and a total of 330 people on staff. It controls $4 billion in assets across its 14,593 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 14,593 accounts, just 9% belong to high-net-worth clients who have greater than $1 million in assets. Kovack Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely are based on which service is provided. However, fees charged by Kovack Advisors, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kovack Advisors, Inc Brokerage Details
$3,650,695,824
330
14,593
$250,168
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Pamela Ghezzi Work History
Pamela has been registered as a financial advisor for 6 years.*
Kovack Advisors, Inc
Kovack Securities, Inc
Lincoln Financial Securities Corporation
Valmark Securities, Inc
Sequoia Financial Group
Valmark Advisers, Inc
Sequoia Financial Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Pamela Ghezzi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kovack Advisors, Inc
Fort Lauderdale, FL
Lake Oswego, OR
Macon, GA
Fort Lauderdale, FL
Fort Lauderdale, FL
Santa Barbara, CA
Fort Lauderdale, FL
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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