Jeffrey S. Novak
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey S Novak, who also goes by Jeff Novak, Jeffrey S Novak, Jeffrey Spencer Novak, Jeffrey Novak, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 2018. Jeffrey had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 9, 2022 - August 19, 2024
EQUITYBEE SECURITIES, LLC
February 5, 2020 - May 24, 2022
MORGAN STANLEY
February 5, 2020 - May 24, 2022
MORGAN STANLEY
May 7, 2019 - June 11, 2019
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
January 7, 2019 - June 11, 2019
FIRST REPUBLIC SECURITIES COMPANY, LLC
September 28, 2018 - January 11, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
EQUITYBEE SECURITIES, LLC
CRD#: 41896 / SEC#: , 8-49621
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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