Geoffrey Francis Novack

Current Employers

Employment History

• 10/1987 → Present
  Home Life Ins Co
  Independence, OH
• 04/2000 → Present
  Financial Management Strategies, Inc.
  Independence, OH
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2016 → 04/2019
  Plancorp, Inc
  Independence, OH

Other Businesses

(1) INDEPENDENT INSURANCE AGENT (DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE) 15 SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 5/1988 (2) NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNERSHIP IN INDEPENDENT RIA, NO DAY TO DAY DUTIES; (3) NAME OF OTHER BUSINESS: VISION WEALTH MANAGEMENT LLC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2021 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: SECURITIES AND INSURANCE SALES AND SERVICE ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-01-15