Geoffrey Novack

38 Years of Experience

1 DisclosureBrokerSells Insurance

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Geoffrey Novack is a registered investment advisor, based in Broadview Hts., OH, with 38 years of industry experience.

Location

9200 South Hills Blvd., Suite 310, Broadview Hts., OH, 44147

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History

Regulatory History (1)

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Customer Dispute

March 2007

Denied

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Other Business ActivitiesSells Insurance

Geoffrey is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance since 1988. He is also an investment adviser representative with Financial Management Strategies since 2000, and a financial professional with Vision Wealth Management LLC since 2021, dedicating about 10-20% of his time to the latter, focusing on securities and insurance sales and service.

Employment History

Current Registrations

Cetera Wealth Services, LLC

September 2013 - Present · 12 yrs 7 mos

Cetera Wealth Services, LLCBroker

September 2013 - Present · 12 yrs 7 mos

Financial Management Strategies, INC.

April 2000 - Present · 26 yrs

Previous Registrations

Walnut Street Securities, INC.Broker

November 1990 - September 2013 · 22 yrs 10 mos

W. S. Griffith & CO., INC.Broker

December 1987 - November 1990 · 2 yrs 11 mos

State Registrations12 states

AZFLINKYMIMONCOHPATNTXUT

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.