Featured Business Financial Advisor in Jupiter, FL
Jupiter Financial Advisors
Novem Group
601 Heritage Drive, Suite 148
Jupiter, FL 33458
(678) 869-5585
“Dedicated to achieving what's most important to you.”
Advisor Profile
Andrew Gentile CFP,CLU,ChFC,CDFA
Name:  Andrew Gentile CFP,CLU,ChFC,CDFA
Phone Number:  (678) 869-5585
Website:  Visit Website
Disclaimer
Securities offered through American Portfolios Financial Services, Inc., Member: FINRA, SIPC. Advisory services offered through Novem Group, an SEC-Registered Investment Adviser, which is not affiliated with American Portfolios Financial Services, Inc.

About Novem Group

At Novem Group, we work with individuals and businesses as they seek to make sound financial decisions. Our coordinated approach to holistic financial planning is unique for each individual client.

Identifying your life goals can help you make the financial decisions that will allow you to realize your dreams - for tomorrow, and well into the future. At Novem Group, our initial meeting begins with a discussion about you and your unique situation as we explore your goals & values. After clarifying your priorities, we create a customized, detailed strategy to help you be more confident about your financial future.

A comprehensive financial plan will clearly show how your goals are interrelated, and serves as a framework for organizing the pieces of your overall financial picture. Integrating your coordinated financial plan with individually tailored strategies will help guide you on your path towards financial independence. Most importantly, you'll have the peace of mind that comes from knowing that you are on track towards achieving your financial goals.
 

General Information

CRD#:    1199626
Insurance License#:    473623
Name of Broker/Dealer:    American Portfolios
States Licensed in:    GA, FL, CT, NY, NJ, PA, NC, AL, MD, Miss, LA
States Willing to do Business in:    Hobe Sound,Jensen Beach,Jupiter,Lake Worth,Loxahatchee,North Palm Beach,Palm Beach,Palm Beach Gardens,Palm City,Port Saint Lucie,Stuart,West Palm Beach, Rochester NY
Years of Experience in Financial Services:    36
Number of Years with Current Firm:    1
I work with the following types of clients:    Individual Investors, Businesses
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified in Long-Term Care (CLTC), Chartered Life Underwriter (CLU), CLF, Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 51, Series 24, Series 7, Series 63, Series 65
Insurance and Annuity Licenses:    Life, Disability, Variable Life, Long Term Care, Variable Annuity, Health, Property, Casualty, Accident, Annuity, HMO
Financial Organization Memberships:    Million Dollar Roundtable, National Association of Personal Financial Advisors (NAPFA), Society of Financial Services Professionals, Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)
 

Compliance

Registered Investment Advisor:    Yes
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:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets, Flat Fee
Additional Details on Charges:    We offer a complimentary initial consultation and will determine our fee at the conclusion of the initial meeting based on the complexity of your situation.
 
 
 
Prepared By: Andrew Gentile CFP,CLU,ChFC,CDFA

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