Amy Novakovich, financial advisor Bonita Springs FL
84 score

Amy Novakovich

CRD Number: 5343509
Current Firm: Nova Wealth Management, Inc.

Amy Novakovich (CRD# 5343509) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has over 9 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.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Nov 2015 - Current 1
Nova Wealth Management, Inc. Bonita Springs, FL Oct 2013 - Current 3
Aj Vending, LLC Bonita Springs, FL Jan 2011 - Current 5
Lpl Financial LLC Bonita Springs, FL Dec 2011 - Nov 2015 3
Lpl Financial Bonita Springs, FL Dec 2011 - Nov 2013 1
Fifth Third Securities Bonita Springs, FL May 2007 - Dec 2011 4
Golds Gym Naples, FL Oct 2006 - Dec 2011 5
Fifth Third Bank Bonita Springs, FL Jun 2006 - Dec 2011 5
Florida Gulf Coast University Estero, FL Aug 2006 - Dec 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination Sep 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Amy C. Novakovich
Phone Number: 239-444-1794
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $214,679
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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BADGES
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