Joseph Novatnack (CRD# 6686273) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Danville, PA and has over 6 years of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Danville, PA | Jan 2024 - Current | < 1 |
| Raymond James Financial Services | Danville, PA | Sep 2023 - Current | < 1 |
| Fulton Financial Advisors | Danville, PA | Sep 2023 - Current | < 1 |
| Fulton Bank | Danville, PA | Sep 2023 - Current | < 1 |
| Citi | New Castle, DE | Jul 2022 - Sep 2023 | 1 |
| Prudential Insurance Company Of America | Dresher, PA | Feb 2019 - Jun 2022 | 3 |
| Prudential Annuities Distributors | Dresher, PA | Feb 2019 - Jun 2022 | 3 |
| Unemployed | Bloomsburg, PA | Dec 2018 - Feb 2019 | < 1 |
| Penn National Life Insurance | Horsham, PA | May 2018 - Dec 2018 | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | May 2017 - May 2018 | 1 |
| Randstad | Malvern, PA | Oct 2016 - May 2017 | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jul 2016 - Oct 2016 | < 1 |
| Intoxx Fitness | Philadelphia, PA | Apr 2014 - Jun 2016 | 2 |
| Saint Joseph's University | Philadelphia, PA | Aug 2012 - May 2016 | 3 |
| Lincoln Financial Distributors | Radnor, PA | Jan 2015 - Aug 2015 | < 1 |
| Fnb Bank | Bloomsburg, PA | May 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- PA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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