Jonathan Novinski (CRD# 6395648) is an Investment Advisor Representative working at Unique Wealth, LLC in Tampa, FL and has over 8 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unique Wealth, LLC | Tampa, FL | Mar 2021 - Current | 2 |
| Northwestern Mutual Investment Services LLC | St Petersburg, FL | Jun 2020 - Mar 2021 | < 1 |
| Northestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2020 - Mar 2021 | < 1 |
| Curtis Parry | Tampa, FL | Jun 2020 - Mar 2021 | < 1 |
| Credit Suisse | Morrisville, NC | Jan 2019 - May 2020 | 1 |
| Unemployment | Seminole, FL | Sep 2018 - Dec 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | St Petersburg, FL | Mar 2015 - Aug 2018 | 3 |
| Full Time Student | Seminole, FL | Aug 1999 - Aug 2018 | 19 |
| Northestern Mutual Wealth Mangement Company | Milwaukee, WI | Jun 2015 - Jul 2018 | 3 |
| G Russel | St Petersburg, FL | Oct 2014 - Jul 2018 | 3 |
| G H Sandy Russel | St Petersburg, FL | Oct 2014 - Jul 2018 | 3 |
| G H Sandy Russel | St Petersburg, FL | Oct 2014 - Jul 2018 | 3 |
| Goldrock Advisors LLC | Largo, FL | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- FL
-
Total Assets Under Management487MILLIONS
-
Total Number of Accounts1,707ACCOUNTS
-
Average Account Value$285,055
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, LA, NC, NH, NY, TN, TX
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