Has your money finally recovered after Wall Street's "Lost
Are you investing with the same people and still expecting
different results? Are you setting yourself up for more of the
The financial landscape has dramatically changed. Has your
We can work side-by-side to forge a plan of action using a
combination of forward thinking and exclusive next generation
With 30 years of experience, I will give you a pragmatic,
personal, and patient approach to investing in the 21st century.
|Firm Start Year:||1983|
|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|
|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|
|Advisor's Number of Clients:||230|
|Advisor's Number of Managed Clients:||230|
|Advisor's Number of Planning Clients:||230|
|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|
|BS Business Administration - dual major in Insurance & Management||
University of Hartford, Barney School of Business - Hartford, Connecticut
September 1979-December 1982
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 Boards initial and ongoing certification requirements. Securities are offered to residents of the following states: AL, CT, FL, IN, MI, NC, SD.
Jackie graduated from the University of Hartfords Barney School of Business with a bachelors 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 isnt helping clients or taking care of her family, Jackie serves her community as a volunteer at Anona Elementary School.
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 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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Lakeland||Land O Lakes|
|Lutz||New Port Richey|
|Palm Harbor||Plant City|
|Safety Harbor||Saint Petersburg|
|Zephyrhills||State of Florida|