Amy Novakovich (CRD# 5343509) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has over 16 years of experience in the finance industry. Amy Novakovich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nova Family Holdings, LLC | Bonita Springs, FL | Aug 2020 - Current | 3 |
| Nova Wealth Management, Inc. | Bonita Springs, FL | Oct 2013 - Current | 10 |
| Nova Holdings, LLC | Bonita Springs, FL | Mar 2013 - Sep 2020 | 7 |
| Brandon Brokerage | Bonita Springs, FL | Jan 2018 - Jan 2020 | 2 |
| Envy Sports, Inc. | Bonita Springs, FL | Nov 2018 - Dec 2019 | 1 |
| Aj Vending, LLC | Bonita Springs, FL | Jan 2011 - Jul 2019 | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2016 - Sep 2018 | 2 |
| Lpl Financial LLC | Bonita Springs, FL | Dec 2011 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- IL
- NY
- OH
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts623ACCOUNTS
-
Average Account Value$244,254
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, NJ, NY, OH, TX, WI
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