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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Noveck is a financial advisor with over 30 years of experience in the financial services industry. Jacqueline is currently registered with Stonex Advisors Inc. in Florida and Alabama. Jacqueline's career spans over a number of firms, including WRP INVESTMENTS, INC. and MULTI-FINANCIAL SECURITIES CORPORATION. She holds a number of licenses including Series 6, 7, 24, 63, and 65 and is also a Chartered Financial Consultant. Jacqueline specializes in providing financial consulting services, financial planning, pension consulting, and educational seminars. Jacqueline offers financial planning, portfolio management and other advisory services to 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
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
FL
01/30/2015 - Present
Stonex Advisors Inc. (Largo FL)
FL
01/03/2007 - 09/12/2014
WRP INVESTMENTS, INC. (LARGO FL)
FL
01/01/2004 - 12/31/2006
MULTI-FINANCIAL SECURITIES CORPORATION (LARGO FL)
OH
06/29/1998 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
PA
12/05/1988 - 06/29/1998
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NJ
11/02/1987 - 12/03/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
NA
03/29/1984 - 03/12/1985
FIRST INVESTORS CORPORATION
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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