Private Wealth Solutions, LLC

Allen Minassian is a financial advisor with Private Wealth Solutions, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Private Wealth Solutions since 2017 and Kovack Securities, Inc. since 2008. Outside of advisory work, Minassian performs bookkeeping and trust settlement duties in a limited capacity and is involved in fixed annuity and term insurance sales. Private Wealth Solutions serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with asset management, financial planning, and retirement plan consulting. The firm employs a primarily non-discretionary approach to portfolio management, utilizing a range of investment vehicles and combining fundamental and technical analysis with modern portfolio theory and strategic asset allocation.

Eric Puckett is a financial advisor at Private Wealth Solutions, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at New York Life and Bel Air Church. Private Wealth Solutions serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with asset management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including fundamental and technical analysis, modern portfolio theory, and strategic asset allocation, managing accounts primarily on a non-discretionary basis while offering commissionable securities and insurance products through affiliated representatives.

Douglas Lagerstrom is a financial advisor with Private Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked at Kovack Securities, Inc. since 2008 and has been with Private Wealth Solutions since 2017. Outside of his advisory role, he serves as president of a fixed insurance business. Private Wealth Solutions serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with asset management, financial planning, and retirement plan consulting. The firm offers a range of discretionary and non-discretionary portfolio management services and integrates commissionable securities and insurance product sales alongside advisory services.

Kumbirai Mtunga is a financial advisor at Private Wealth Solutions, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Stevens Foster Financial Advisors since 2016, following five years at Kovack Advisors, Inc. and Kovack Securities, Inc. Private Wealth Solutions serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses by offering asset management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including fundamental and technical analysis and manages accounts primarily on a non-discretionary basis while providing access to commissionable securities and insurance products through its broker-dealer affiliations.