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Amy Novakovich

Nova Wealth Management, Inc.

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About Amy Novakovich

Amy Novakovich is a financial advisor with Nova Wealth Management, Inc. located in Bonita Springs, Florida. Amy has been in the financial services industry for over 15 years and is registered with FINRA and the SEC. Amy holds several licenses and designations, including the Series 6, 7, 24, and 66. She is also a Certified Financial Planner. Amy specializes in providing financial planning and investment management services to individuals and families.

Firm Information

Amy Novakovich is currently registered with Nova Wealth Management, Inc.. Nova Wealth Management, Inc. is a Bonita Springs, Florida-based firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $152,170,205 in assets for 623 clients. They offer a wrap fee program and have 7 licensed agents, 5 investment advisor representatives, and 1 registered representative.
Nova Wealth Management, Inc.

24311 WALDEN CENTER DR

BONITA SPRINGS, FL 34134

$152.17M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Novakovich’s Registration & Firm History

FL

06/01/2021 - Present

Nova Wealth Management, Inc. (BONITA SPRINGS FL)

FL

01/04/2016 - 09/04/2018

PURSHE KAPLAN STERLING INVESTMENTS (Bonita Springs FL)

FL

12/19/2011 - 12/31/2015

LPL FINANCIAL LLC (BONITA SPRINGS FL)

FL

06/08/2007 - 12/22/2011

FIFTH THIRD SECURITIES, INC. (NAPLES FL)

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Licenses & Designations

BOTH

Issued 09/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2012

Series 24 - General Securities Principal Examination

BC

Issued 09/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Novakovich.
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