Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Novak is an active investment advisor representative who has been in the industry since 1998. Christopher is currently registered with Commonwealth Financial Network in Boerne, TX. Christopher has been affiliated with Commonwealth Financial Network since 2006. Christopher has a strong history in the financial industry with previous roles at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Signator Investors, Inc. Christopher holds a Series 6, Series 7, Series 31, Series 66, and Series 30 license. Christopher is also registered as an investment advisor representative in 8 states, including California, Florida, Maryland, Massachusetts, New Hampshire, Texas, Washington, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/24/2022 - Present
Commonwealth Financial Network (Boerne TX)
MA
09/25/2001 - 02/17/2006
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
07/12/1999 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
02/06/1998 - 05/11/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2007
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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