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AK

Andrew Kovschak

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CRD#: 274494
AK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Kovschak JR, who also goes by Andy Kovschak, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1972. Andrew had worked at 11 firms and has passed the Series 63, Series 1 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andy Kovschak

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 29, 1986 - April 11, 1989

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

August 25, 1986 - October 27, 1986

ROYCE PARK INVESTMENTS, INC.

BD
CRD#: 16539
Past

January 23, 1986 - July 16, 1986

ROYCE PARK INVESTMENTS, INC.

BD
CRD#: 16539
Past

November 8, 1985 - January 24, 1986

ALLISON SECURITIES CORPORATION

BD
CRD#: 16202
Past

April 6, 1982 - December 12, 1983

CHESLEY AND DUNN, INC.

BD
CRD#: 8362
Past

May 28, 1978 - March 31, 1982

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 7619
Past

November 30, 1976 - May 28, 1978

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 6304
Past

September 20, 1976 - October 4, 1976

INSTITUTIONAL SECURITIES OF COLORADO, INC.

BD
CRD#: 5776
Past

October 7, 1975 - October 27, 1976

PITTMAN & COMPANY, INCORPORATED

BD
CRD#: 5225
Past

October 8, 1974 - October 30, 1975

M. S. WIEN & CO., INC.

BD
CRD#: 541
Past

September 10, 1973 - November 17, 1974

MOUNTAIN PACIFIC INVESTMENT CO.

BD
CRD#: 4296
Past

September 18, 1972 - September 6, 1973

MAYFLOWER SECURITIES CO., INC.

BD
CRD#: 562

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/5/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 9/13/1972
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


WS
WALL STREET WEST, INC.
WALL STREET WEST, INC.

CRD#: 7529 / SEC#: , 8-22329

BD
Terminated by FINRA on 08/06/1991
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 10/03/1977
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WALL STREET WEST, INC.

CRD#: 7529

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