Unclaimed
Dean Novin is a financial advisor with Centaurus Financial, Inc. with over 28 years of experience in the financial services industry. Dean works with individuals and businesses on financial planning, portfolio management, pension consulting, and provides educational seminars and market timing services. Prior to joining Centaurus Financial, Inc. Dean was a financial advisor with Stiefel, Nicolaus & Company, Incorporated, Janney Montgomery Scott LLC, and Summit Brokerage Services, Inc. Dean has a Series 7, 9, 10, 63, 65 and 66 license.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/12/2019 - Present
Centaurus Financial, Inc. (Marlton NJ)
NJ
09/20/2019 - 12/12/2019
CETERA ADVISOR NETWORKS LLC (MARLTON NJ)
NJ
10/02/2017 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (MARLTON NJ)
PA
06/17/2009 - 10/03/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)
NJ
10/28/1994 - 07/13/2009
JANNEY MONTGOMERY SCOTT LLC (MARLTON NJ)
BOTH
Issued 09/03/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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