Rene Jose Villate-Cortes

Employer firm

Kovack Advisors, Inc. CRD 140808

$6.28B regulatory AUM 205 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Kovack Securities, Inc
  Ft. Lauderdale, FL
• 06/2009 → Present
  Kovack Advisors, Inc
  Ft. Lauderdale, FL

Previous Registrations

• 2008-08-26 → 2009-06-17
  Cetera Wealth Services, Llc
  Guaynabo, PR

Other Businesses

1) G&V INVESTMENTS AND RETIREMENT SOLUTIONS - 150 SE 2nd Avenue, Suite 300, MIAMI, FL 33131; SECURITIES, INVESTMENT ADVISOR, FIXED INSURANCE AND FINANCIAL CONSULTANTS; INVESTMENT RELATED; INVESTMENT ADVISOR; FINANCIAL CONSULTING, INSURANCE AND SALE OF SECURITIES; 89% OF TIME SPENT 2) BOAT MANAGEMENT - 340 SE 3RD ST., APT 3309, MIAMI, FL 33131; BOAT CLEANING AND MAINTENANCE SUPERVISION. CONTRACT AND SUPERVISE PERSONNEL FOR CLEANING, WAXING INTERIOR CLEANING OF BOAT. WITH SUPERVISION INCLUDED FOR MONTHLY FEE. IF ANY ADDITIONAL REPAIRS ON EQUIPMENT, ENGINE, WEAR AND TEAR ON VESSEL, PROVIDES KNOWLEDGE, EXPERTISE AND FIND BEST PERSONNEL TO PROVIDE 3 QUOTES TO THE OWNER; NON INVESTMENT RELATED; SUPERVISOR; SUPERVISE WORK BEING DONE; 3% OF TIME SPENT 3) INSURANCE SALES & FIXED ANNUITIES IN FLORIDA AND PUERTO RICO; TBD ADDRESS; INVESTMENT RELATED; FIXED ANNUITIES, LIFE, DISABILITY & HEALTH INSURANCE; OWNER; 20 HOURS/MONTH DEVOTED TO THE BUSINESS; 20 HOURS/MONTH DURING SECURITIES HOURS; START DATE 8.19.2020. 4) RETAIL SPORT CLOTHING SALES E COMMERCE - 11912 SW 244TH LN, HOMESTEAD, FL 33032; NON-INVESTMENT RELATED; SALES OF SPORTS CLOTHING; PARTNER; 25% OF TIME SPENT.

Other Names

• Rene Villate Cortes