Unclaimed
Madeline Isaacs Noveck is a Certified Financial Planner with over 30 years of experience in the financial industry. Madeline is currently registered with Capital Preservation Partners, Inc. and holds Series 6 and Series 7 licenses. Madeline has held previous positions with Nathan & Lewis Securities, Inc. and First Investors Corporation. Madeline specializes in providing financial planning and portfolio management services to individuals and families. Madeline's practice focuses on providing financial advice and investment management services to high-net-worth individuals and families.
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.
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
NY
12/16/2024 - Present
Capital Preservation Partners, Inc. (BRONXVILLE NY)
NY
09/13/1983 - 07/05/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
12/23/1982 - 10/11/1983
FIRST INVESTORS CORPORATION
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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