Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Novak is a financial advisor registered with Truist Advisory Services, Inc. Michael has been working in the financial industry since 2006. Michael is licensed in 52 states and Washington, D.C. and has experience providing financial planning, portfolio management for individuals and businesses, and other advisory services. Michael is also a Registered Representative with FINRA and Series 66 license holder.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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GA
08/09/2024 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
05/09/2007 - 02/09/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
AZ
09/15/2006 - 04/19/2007
ECHOTRADE LLC (PHOENIX AZ)
BOTH
Issued 03/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2009
Series 4 - Registered Options Principal Examination
BC
Issued 09/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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