A group picture of the four staff members of the firm.

Our Core Values

 

Character | We are unwavering in our commitment to the highest ethical and moral standards. We are people of integrity; others can take us at our word. We approach problems with humility and confidence determined to carry each issue to completion.

 

Professionalism | We are responsive, reliable, respectful, and thorough with co-workers, clients, and partners. We recognize that our language, appearance, and attitude are all vital in assuring others that we are trustworthy and competent.

 

Balance | We live balanced lives. Work, hobbies, family, faith, and exercise are all essential ingredients to a happy and energized life. Imbalance often leads to unnecessary mistakes.

 

Teamwork | We believe this work is best done in the context of a team. We rely on one another’s strengths and are honest about our individual weaknesses and mistakes. We communicate clearly and consistently. We ask good questions and listen intently to the response.  We don’t avoid conflict, but instead see it as a necessary means for trust building and growth.

Doug Lagerstrom and Allen Minassian are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201 Ft. Lauderdale, FL 33308 (954)782-4771. Investment Advisory services offered through Private Wealth Solutions, a registered investment advisor. Private Wealth Solutions is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. The Investment Adviser Representative of Private Wealth Solutions offers investment advice with residents of a SEC/jurisdiction for which they are properly registered or where excluded from registration requirements. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.