Jacqueline NoveckCRD Number: 1243758
Current Firm: Sa Stone Investment Advisors Inc.
Jacqueline Noveck (CRD# 1243758) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Largo, FL and has over 25 years of experience in the finance industry. Jacqueline Noveck 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Sterne Agee Investment Advisor Services, Inc.||Birmingham, AL||Jan 2015 - Current||3|
|Sterne Agee Financial Services, Inc.||Largo, FL||Sep 2014 - Current||3|
|Wrp Investments Inc.||Youngstown, OH||Jan 2007 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1993|
|S65||NASAA Investment Advisors Law Examination||Nov 1992|
Total Assets Under Management1,230MILLIONS
Total Number of Accounts6,253ACCOUNTS
Average Account Value$196,678
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY