wiseradvisor

Jackie Noveck CFP®, CLU, ChFC, CAS, CEP
Noveck & Noveck LLC

Tel: (813) 929-7900
15310 Amberly Drive
Suite 250
Tampa, FL 33647

Not sure what is right for you?

Noveck & Noveck LLC | Financial Advisor in Tampa ,FL

About Noveck & Noveck LLC

Has your money finally recovered after Wall Street's "Lost
Decade"?

Are you investing with the same people and still expecting
different results? Are you setting yourself up for more of the
same?

The financial landscape has dramatically changed. Has your
portfolio?

We can work side-by-side to forge a plan of action using a
combination of forward thinking and exclusive next generation
advisory services.

With 30 years of experience, I will give you a pragmatic,
personal, and patient approach to investing in the 21st century.


General Information

Firm Start Year:   1983
No.of Employees:   2-4
Insurance License#:   A193705
States Licensed in:   FL, CT, AL, IN, IL, MI, NC, SD
Number of Years with Current Firm:   30
I work with the following types of clients:   Businesses, Individual Investors
Foreign Languages Serviced:   n/a


Services

Investment Types:   Annuities, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home, At my office, Via phone, At your office, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Variable Life


Firm Information

Advisor's Number of Clients:   230
Advisor's Number of Managed Clients:   230
Advisor's Number of Planning Clients:   230


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions, Based on Assets


Education

BS Business Administration - dual major in Insurance & Management  University of Hartford, Barney School of Business - Hartford, Connecticut
September 1979-December 1982



Faqs

  • Do you have a customer satisfaction or refund policy? Yes. Either party may terminate the Registered Investment Advisory Agreement by giving at least ten (10) days’ notice in writing to the other.
  • What are your qualifications? What is your education background? Jackie is a graduate from The University of Hartford’s Barney School of Business with dual majors in Business Administration and Insurance. In addition, Jackie’s professional designations are very impressive. They include, Certified Financial Planner(CFP), Chartered Life Underwriter(CLU), Chartered Financial Consultant(ChFC), Certified Annuity Specialist(CAS) and Certified Estate Planner(CEP).
  • What is your approach to financial planning? The three most important concepts we educate our clients on: The rule of 72 time value of money, losses have a greater impact on ones portfolio than do gains and how inflation will affect purchasing power over time and what we can do about it.
  • What services do you offer? Jackie is one of the top educated professionals in the business. She has vast knowledge regarding insurance, investments, estate and retirement planning issues. Jackie is fun loving, witty and willing to pass on her knowledge and experience to those individuals with serious intent.
  • How many clients do you currently manage? 230 Clients
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Disclaimer

Gary and Jacqueline Noveck are registered representatives and investment advisor representatives of and offer securities through Sterne Agee Financial Services, Inc., member FINRA / SIPC. Advisory services offered through Sterne Agee Investment Advisor Services, Inc. Securities and Advisory activities supervised from 4407 Belmont Ave. Youngstown, OH 44505. 800-589-2073 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities are offered to residents of the following states: AL, CT, FL, IN, MI, NC, SD.

Jackie Noveck CFP®, CLU, ChFC, CAS, CEP

Jackie Noveck CFP®, CLU, ChFC, CAS, CEP

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Estate Planner, CEP, CLU®, ChFC®, CAS

Jackie graduated from the University of Hartford’s Barney School of Business with a bachelor’s degree in Insurance and Management and entered financial services in 1983. She concentrates on helping clients with retirement planning, income distribution, estate planning, and long-term care solutions.

Through ongoing education, Jackie has earned five professional designations:
Certified Financial Planner™ (CFP®) professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Annuity Specialist (CAS), and Certified Estate Planner (CEP). Earning those designations required advanced coursework in taxes, retirement planning, estate planning, investments, risk management and other financial planning issues. Keeping them demands adhering to a strict code of ethics and maintaining a vigorous program of continuing education.

When she isn’t helping clients or taking care of her family, Jackie serves her community as a volunteer at Anona Elementary School.

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My Services

Retirement Planning

The foundation of any retirement plan is Social Security. When and how to elect Social Security may be the most important decision an individual or a couple can make in retirement. Timing and election strategies are critical and sometimes irrevocable. Do not make an election until you are fully knowledge of the facts. We offer a complimentary analysis of options and strategies available for you. The difference between a good Social Security election decision and a poor one could be well over $100,000.


Financial Advice & Consulting

Do you know the story of Hans Brinker...the little Dutch boy who stuck his finger in the dike and saved Holland from flooding? Yes, this is a myth, but it teaches us a small effort averts a major disaster. This is financial planning. It is all about covering your assets.


Annuities

Annuities date back to A.D. 222 Rome, and almost 1800 hundred years later, are still the most misunderstood retirement savings vehicle. After 1800 hundred years of evolution, annuities are nothing more than a tool in which to provide guaranteed lifetime income benefits. Annuities can be designed for immediate income or deferred income, and can be either fixed, fixed indexed or variable. Annuities are very popular today, because their tax-deferred status and their private pension attributes for investors. As with any retirement savings vehicle, annuities are a very useful tool if used for its true intended purpose...retirement income planning on a guaranteed basis. Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company.


My Team

Gary Noveck
Gary Noveck Independent Agent
A financial services professional since 1981, Gary brings to clients the kind of in-depth knowledge that can only come from over 30 years of experience through the good, the bad, the ups and downs of the economy. He focuses on helping clients with income and retirement planning, long-term-care strategies, and qualified and non-qualified retirement plans. As a result of his professionalism, Gary has won numerous industry honors, including membership in the Million Dollar Round Table, wh ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Apollo Beach Brandon
Clearwater Crystal Beach
Dade City Dover
Gibsonton Holiday
Hudson Kathleen
Lakeland Land O Lakes
Lutz New Port Richey
Odessa Oldsmar
Palm Harbor Plant City
Port Richey Riverview
Safety Harbor Saint Petersburg
San Antonio Seffner
Spring Hill Tampa
Tarpon Springs Thonotosassa
Valrico Wesley Chapel
Zephyrhills State of Florida

Compensation Arrangements

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