Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Richard Novek is a financial advisor registered with Packerland Brokerage Services, Inc., a firm with a focus on providing financial planning and investment management services to individuals and businesses. Gregg has been in the industry since 2008 and holds Series 7, Series 7TO, and Series 63 licenses. Gregg has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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2
MN
04/14/2023 - Present
Packerland Brokerage Services, Inc. (WINONA MN)
NY
06/06/2020 - 04/23/2021
ODEON CAPITAL GROUP LLC (NEW YORK NY)
NY
02/11/1992 - 07/26/2001
THOMSON INSTITUTIONAL SERVICES INC. (NEW YORK NY)
NY
02/03/1989 - 02/13/1990
FOX-PITT,KELTON INCORPORATED (NEW YORK NY)
NJ
01/21/1986 - 01/16/1989
RYAN, BECK & CO. (FLORHAM PARK NJ)
BC
Issued 08/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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