Saverio “Sal” Fiorello, ChFC
“After working with a large insurance company, and a very large independent firm, I came to work with Kovack Securities. The differences are immediately apparent. One word sums up the Kovack experience for me and that is “service”. First off I am known at Kovack Securities as Sal, not a rep ID number. When you call, the back office the staff knows you by name.
In addition there is a dedicated person for each area of the business. So when I need assistance I call that department and get someone who knows me and more importantly knows how to handle my specific issue. Having that kind of support, allows me to run my business more efficiently. This is truly reflected in the service to my clients. I can have an answer for them almost immediately when then need something.
That kind of service to my clients makes me look good, and my clients happy. Clients that are happy will give you more business and more referrals. I honestly have not run across a reasonable request that the staff has not done everything possible to accommodate me and my clients, even taking it directly to Ron and Brian Kovack themselves. That makes a rep feel good, important, and valuable to the firm as a whole.
Sal is a Chartered Financial Consultant, one of the most highly regarded standards in the industry. He has been in the financial services industry for most of his life. His resume includes managing and owner operator of a commodities based firm and over 10 years in the Financial Planning industry. Sal specializes in working with families achieve their retirement goals, living in retirement and leaving a legacy. As a business owner he is familiar with the planning needs of the small business owner.
Married for over 12 years, Sal and his wife currently reside in Weston, Florida. Born and raised in New York, Sal conducts business in Florida, New York and most of the United States. Sal and his wife are highly recognized members of the Weston community.
“At Weston Financial Advisors, we believe that everyone can benefit from planning. We feel that professional planning gives families the road map and focus necessary to enjoy a productive financial life. It’s planning, not chance, that determines your destiny.”
Rick Latta, CIMA®
“After 20 years of working for various large wire house brokerage firms, I decided that it would be in the best interest of my clients and my family to transition my business to an independent structure. My team and I met with various broker dealers and made the easy decision to join the Kovack Securities team of independent representatives.
My experience with Kovack has been very positive and I have recommended them to many of my former colleagues. Words like integrity, honesty, efficiency and vision are how I describe the folks at this fine firm. If I had to do it all over again, I would, only sooner.”
|Robert W. Stewart Jr.
Stewart Financial Management Inc.
"Many Independent firms promise great service and support... Kovack actually delivers it on a daily basis. The staff is knowledgeable, friendly and is always eager to help you. Management is always accessible and is clearly committed to improving the firm each year and staying ahead of the competition in regards to technology. I believe the Fortis system is a great example of that and I have enjoyed using it."
Robert W. Stewart Jr. is the Founder, President, and CEO of Stewart Financial Management Inc. Robert started his career in 1993 as a Registered Representative for a boutique brokerage firm. In 2001 he took on the role of Branch Manager. In 2005 Robert moved away from the wire house model and joined an independent brokerage firm. Later that year, he established Stewart Financial Management Inc. In October of 2008, to improve his firm’s operations, compliance, clearing and support, Stewart Financial Management became an affiliate of Kovack Securities, Inc.