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Nicholas G. Gioia

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CRD#: 838520
NG

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.

Nicholas Gerard Gioia, who also goes by Nicholas Gerald Gioia, was a registered financial professional .

Nicholas is a previously registered financial professional and started their career in finance in 1977. Nicholas had worked at 16 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nicholas Gerald Gioia

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

January 21, 2014 - January 3, 2017

KOVACK SECURITIES INC.

BD
CRD#: 44848
BOCA RATON, FL
Past

December 13, 2013 - January 22, 2014

HENNION & WALSH, INC.

BD
CRD#: 25766
DELRAY BEACH, FL
Past

July 5, 2007 - December 31, 2013

PMK SECURITIES & RESEARCH, INC.

BD
CRD#: 40145
DELRAY BEACH, FL
Past

October 12, 2006 - July 6, 2007

ALTERNA CAPITAL CORP.

BD
CRD#: 130233
FT. LAUDERDALE, FL
Past

February 2, 2000 - October 13, 2006

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
BOCA RATON, FL
Past

April 8, 1997 - January 31, 2000

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

March 17, 1988 - March 27, 1997

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

January 21, 1988 - April 5, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 17, 1986 - April 26, 1988

EASTER KRAMER GROUP SECURITIES, INC.

BD
CRD#: 15318
Past

January 29, 1985 - July 14, 1986

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

September 13, 1984 - January 25, 1985

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

July 24, 1979 - August 13, 1984

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

June 25, 1979 - November 20, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

March 6, 1979 - September 14, 1979

LOEB PARTNERS

BD
CRD#: 7534
Past

May 2, 1978 - December 30, 1978

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

June 1, 1977 - May 24, 1978

QUINBY & CO., INCORPORATED

BD
CRD#: 3112

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: 4/22/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

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#: 44848

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