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Noel G
Series 66
Scottsdale, AZ
Kovack Advisors, Inc.
Noel Gerson is a financial advisor with Kovack Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 14 years of industry experience. He has worked at Kovack Advisors since 2017 and previously held positions at Wells Fargo Advisors and Edward Jones. Outside of his primary role, he manages Gerson Wealth Management LLC, focusing on financial planning and wealth management, and provides insurance solutions involving life insurance and long-term annuities. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, employing both internally developed models and third-party managers to manage accounts through a structured investment process.
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