Melinda Sue Wolfe
Professional Summary
Melinda Sue Wolfe, who also goes by Melinda S Marks, Melinda Sue Marks, is a registered financial advisor currently at KOVACK SECURITIES INC. located in Fort Lauderdale, Florida. Melinda is registered as a RR (Registered Representative) and started their career in finance in 1987. Melinda has worked at 9 firms and has passed the Series 79TO, Series 99TO, SIE, Series 6, Series 14, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Melinda S Marks, Melinda Sue Marks
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
KOVACK SECURITIES INC. | RK ADVISORS, INC. | RK ADVISORS
Contact Information
Main Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308Mailing Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308Phone Number
(954) 782-4771Established
Florida since 04/22/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
5Arbitration
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/26/2006)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1994About the Series 6 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Melinda Sue Wolfe's CRS (Customer Relationship Summary).
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