Brie Novack, financial advisor Poughkeepsie NY
69 score

Brie Novack

CRD Number: 5415215
Current Firm: Primerica Advisors

Brie Novack (CRD# 5415215) is an Investment Advisor Representative working at Primerica Advisors in Poughkeepsie, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fairview Fire District Poughkeepsie, NY Jan 2016 - Current < 1
Pfs Investments, Inc. Poughkeepsie, NY Jan 2009 - Current 7
Primerica Financial Services Poughkeepsie, NY Apr 2005 - Current 11
Ny Computer 911,llc Poughkeepsie, NY Dec 2004 - Current 12
Empower Network St. Petersberg, FL Sep 2012 - Feb 2013 < 1
Lenehane & Lopez Rhinebeck, NY Jan 2000 - Feb 2008 8
Hvit Poughkeepsie, NY Sep 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Jun 2011
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
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Brie D. Novack
Phone Number: 800-544-5445
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
69

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