Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Novatnack is a financial advisor registered with Raymond James Financial Services Advisors, Inc. located in Danville, Pennsylvania. Joseph has been in the industry since May 2019, with previous experience at Prudential Annuities Distributors, Inc., Hornor, Townsend & Kent, Inc., and Vanguard Marketing Corporation. Joseph holds several industry certifications including the Series 7, Series 6, and Series 66. Joseph is also registered in Pennsylvania and the District of Columbia. Joseph also provides life insurance sales and service through Specific Solutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/23/2024 - Present
Raymond James Financial Services Advisors, Inc. (DANVILLE PA)
CT
03/12/2019 - 07/15/2022
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Shelton CT)
PA
05/15/2018 - 12/06/2018
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
12/11/2017 - 05/17/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 12/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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