Jacqueline Noveck

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Stonex Securities Inc
  Largo, FL
• 01/2015 → Present
  Stonex Advisors Inc
  Largo, FL

Previous Registrations

• 2007-01-18 → 2015-01-30
  Wrp Investments, Inc.
  Largo, FL
  Youngstown, OH
• 2004-01-01 → 2006-12-31
  Cetera Advisors Llc
  Largo, FL
• 1998-06-29 → 2004-01-01
  Vestax Securities Corporation
  Largo, FL

Other Businesses

NOVECK AND NOVECK, LLC 810 JACARANDA DRIVE LARGO, FL 33770 LLC NATURE OF BUS: INDEPENDENT INSURANCE SALES TITLE: CFP,CLU,CHFC, CAS, CEP DUTIES: SALES TIME SPENT: 100% COMPENSATION: COMMISSION & TRAIL INCOME

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-29
• S65 Uniform Investment Adviser Law Examination
  1992-11-17

Designations

• Chartered Financial Consultant

Other Names

• Jacqueline Wrobel