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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Novak is a financial advisor with Life Stewardship Advisors in Lancaster, Pennsylvania. Michael Novak has been a registered Investment Advisor Representative since 2024, and has more than 30 years of experience in the financial services industry. Michael Novak is a Certified Financial Planner and has passed the Series 63, 65 and 7 exams. Michael Novak is dedicated to providing financial planning, portfolio management for individuals, and investment advice. Previously, Michael Novak worked for Securities America, Inc., FSC Securities Corporation, EquiCo Securities, Inc., The Equitable Life Assurance Society of the United States, and The Planner’s Securities Group, Inc. Michael Novak is a board member for Water Street Mission and a Supervisor for Pequea Township.
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.
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
PA
03/22/2024 - Present
Life Stewardship Advisors (LANCASTER PA)
PA
11/12/2002 - 10/28/2010
SECURITIES AMERICA, INC. (LANCASTER PA)
GA
05/02/1994 - 11/12/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
11/06/1989 - 05/02/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/20/1989 - 05/02/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
GA
07/18/1989 - 10/17/1989
THE PLANNER'S SECURITIES GROUP, INC. (ATLANTA GA)
IA
Issued 05/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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