Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Novak is an investment advisor representative with Corient. Steven has been in the financial services industry for over 14 years. Steven is registered with the state of Texas. Prior to joining Corient, Steven was employed with Morgan Stanley. Steven holds the Series 7TO, SIE and Series 66 licenses. Steven is also a guest lecturer/adjunct professor at the University of Kansas. Steven has experience in portfolio management for individuals, businesses, and pooled investment vehicles. Steven also provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and publication of periodicals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
11/18/2022 - Present
Corient (DALLAS TX)
DC
05/31/2019 - 04/06/2021
MORGAN STANLEY (WASHINGTON DC)
BOTH
Issued 06/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Steven Novak is the right advisor for you? Invested Better is here to help.
