Geoffrey Novack (CRD# 1761710) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Broadview Hts., OH and has over 34 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2013 - Current | 10 |
| Financial Management Strategies, Inc. | Independence, OH | Apr 2000 - Current | 24 |
| Home Life Ins Co | Independence, OH | Oct 1987 - Current | 36 |
| Plancorp, Inc. | Independence, OH | Jan 2016 - Apr 2019 | 3 |
| Alpha Financial Services, Inc. | Independence, OH | May 2000 - Jan 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management542MILLIONS
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Total Number of Accounts1,666ACCOUNTS
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Average Account Value$325,344
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, GA, IN, MI, NC, NH, NV, OH, PA, SC, TX, WA, WV
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