Alexander Casimir Novack

Current Employers

Employment History

• 04/2013 → 03/2019
  Veritiv Corp
  Valley View, OH
• 05/2019 → Present
  Vision Wealth Management
  Broadview Heights, OH
• 03/2019 → 05/2019
  Unemployed
  Lakewood, OH
• 01/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2019 → 01/2024
  Cetera Advisor Networks
  El Segundo, CA
• 11/2025 → Present
  Financial Management Strategies
  Broadview Heights, OH

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2019; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: VISION WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2019; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICE ASSOCIATE; 3. NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES - CRD# 122030; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 11/2025; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: NON-PRODUCING / ADMINISTRATIVE ROLE;

Exams

• S66 Uniform Combined State Law Examination
  2025-05-29