Sa Stone Investment Advisors Inc
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About this Advisor
Jacqueline Noveck is a certified financial planner and chartered financial consultant operating in Largo, Florida, with a total of 11 years of work experience. Noveck is an employee of Sa Stone Investment Advisors Inc. The advisor has gained experience at Wrp Investments Inc, Sterne Agee Investment Advisor Services, Inc and Sterne Agee Financial Services, Inc. Noveck maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut, Florida, Illinois, Pennsylvania and Texas. Sa Stone Investment Advisors Inc is a firm based out of Largo, Florida. It has offices in 146 locations and a total of 265 advisors. It handles $1 billion in total assets across its 6,782 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 6,782 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Sa Stone Investment Advisors Inc has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, educational seminars and other services. Fees for financial management typically vary depending on which services are offered. However, fees billed by Sa Stone Investment Advisors Inc most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Sa Stone Investment Advisors Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Jacqueline Noveck Work History
Jacqueline has 11 years of experience.
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Wrp Investments Inc
Jacqueline Noveck has no disclosures.
Please visit their SEC profile for more details.