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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Raymond Novick is an investment advisor representative with World Investment Advisors, LLC. Ricky has been in the securities industry since 1998 and has been with World Investment Advisors, LLC since 2021. Ricky is registered with the state of New York as a broker-dealer and investment advisor representative. Ricky is also registered in New Jersey and Florida. Ricky is a Series 6, Series 63, Series 65 and SIE exam holder. Ricky's areas of expertise include providing financial planning, pension consulting, portfolio management, and educational seminars to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Ricky also has experience in managing accounts for businesses. Ricky is also a licensed insurance agent and works with insurance companies.
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.
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
NY
06/13/2021 - Present
World Investment Advisors, LLC (New York NY)
NY
03/25/2017 - 06/10/2021
MML INVESTORS SERVICES, LLC (Brooklyn NY)
NY
11/08/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
11/08/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
DE
06/26/1998 - 11/08/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 04/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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