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SS

Susan J. Shandra

KOVACK SECURITIES
Jupiter, FL 33458
Some features on this profile are disabled
CRD#: 2782576
SS

Professional summary


Susan Jean Shandra, who also goes by Susan Dembeck, Susan Jean Kimiecik, is a registered financial professional currently at KOVACK SECURITIES INC. located in Jupiter, Florida.

Susan is registered as a RR (Registered Representative) and started their career in finance in 1996. Susan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Dembeck | Susan Jean Kimiecik

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) - BD


Click below to view Susan Jean Shandra's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

November 25, 2015 - Present

KOVACK SECURITIES INC.

Office #1: 601 Heritage Drive Suite 120, Jupiter, FL 33458
BD
CRD#: 44848
Jupiter, FL
Past

August 1, 2011 - December 1, 2015

NEW HORIZONS ASSET MANAGEMENT GROUP, LLC

BD
CRD#: 103340
NEWBURGH, NY
Past

September 1, 2009 - July 22, 2011

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
STUART, FL
Past

August 5, 2009 - July 22, 2011

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
STUART, FL
Past

January 9, 2006 - August 6, 2009

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
STUART, FL
Past

January 4, 2005 - August 6, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
STUART, FL
Past

November 24, 2003 - October 29, 2004

NEW HORIZONS ASSET MANAGEMENT GROUP, LLC

BD
CRD#: 103340
NEWBURGH, NY
Past

May 8, 2003 - July 7, 2003

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 5, 2002 - March 24, 2003

M&T SECURITIES, INC.

BD
CRD#: 17358
BALTIMORE, MD
Past

August 29, 1996 - March 6, 2002

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(12/4/2015)
RR
Alaska
(6/27/2025)
RR
Arizona
(12/22/2015)
RR
California
(3/7/2024)
RR
Connecticut
(1/2/2024)
RR
Florida
(12/1/2015)
RR
Georgia
(1/29/2020)
RR
Massachusetts
(7/23/2021)
RR
Michigan
(1/26/2024)
RR
Missouri
(11/30/2015)
RR
New Jersey
(12/14/2015)
RR
New York
(12/3/2015)
RR
North Carolina
(11/30/2015)
RR
Ohio
(1/20/2016)
RR
Pennsylvania
(11/30/2015)
RR
South Carolina
(11/7/2016)
RR
Texas
(1/17/2020)
RR
Virginia
(1/26/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/27/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


KS
KOVACK SECURITIES INC.
KOVACK SECURITIES INC. | RK ADVISORS, INC. | RK ADVISORS

CRD#: 44848 / SEC#: , 8-50847

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308
Mailing Address
6451 N. Federal Hwy. Suite 1201, Ft. Lauderdale, FL 33308
Phone number
(954) 782-4771
Established
Florida since 04/22/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KOVACK FINANCIAL, LLC.OWNER
KOVACK, BRIAN JOHNCEO2809477
SHICK, ISABELLE ALLISONFINOP5364794
WOLFE, MELINDA SUECHIEF COMPLIANCE OFFICER/EVP1627593

Disclosures


Regulatory Event5
Arbitration5

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


KOVACK SECURITIES INC.

CRD#: 44848Jupiter, FL 33458

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