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Alejandro Osuna

Investment adviser representative at Kovack Advisors, Inc.
10 yearsYears since first job or exam
1 stateRegistered in
$6.3B
22 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Kovack Advisors, Inc.Sep 2026 to now
  2. Kovack Securities, Inc.Jan 2026 to now
  3. Northwestern Mutual Investment Services LLCNov 2025 to Dec 2025
  4. Michael CalamaroSep 2025 to Sep 2025
  5. Michael C CalamaroJul 2025 to Sep 2025
  6. Bradesco BankMay 2023 to Aug 2023
  7. International Finance BankJun 2022 to Jul 2022
  8. LacosteMay 2021 to Aug 2021
  9. University of FloridaAug 2020 to May 2025
  10. Cypress Bay High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Kovack Advisors, Inc.

$6.3B
13,293Clients
262Advisers
22 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

8133669
140808
Advisor's SEC record (opens in a new tab)
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