CRD# 2146399
Venture Visionary Partners LLC
CRD# 7039238
Munn Wealth Management, LLC
CRD# 4704559
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale, FL | Feb 2008 - Current | 16 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Feb 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management4,288MILLIONS
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Total Number of Accounts18,409ACCOUNTS
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Average Account Value$232,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Bradley Meister is a registered representative of and offers securities through Kovack Securities, Inc. Advisory services offered thorhough Kovack Advisors, Inc., an SEC registered adviser. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel. (954) 782-4771. Meister & Associates LLC, is not affiliated with Kovack Securities, Inc. and Kovack Advisers, Inc.
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