Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Novak is an Investment Advisor Representative at Weik Capital Management. Laura has been in the financial services industry since 1997 and is registered as an Investment Advisor in the state of Pennsylvania. Laura is a highly experienced financial professional with a proven track record of success. Laura is committed to providing her clients with the highest level of personalized service and attention. Laura specializes in working with individuals, families, charitable organizations, and pooled investment vehicles. Laura is committed to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/02/2021 - Present
Weik Capital Management (WYOMISSING PA)
PA
10/15/1998 - 10/21/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
GA
01/13/1997 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
IA
Issued 03/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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