Pete Novak Email & Phone Number

I started in the financial services industry in 2005. By endeavoring to develop strong relationships with clients; taking the time and attention necessary to understand their goals and concerns, and further their financial intelligence I was able to quickly build a large clientele. In 2006, I earned the designation of Retirement Benefits Specialist Tax Sheltered Plans. In 2007 I was recognized nationally by receiving the AXA Advisors award of Elite Producer, awarded to only the top 70 Retirement Benefits Group (RBG) Financial Professionals in the country. In 2011, I was again nationally recognized by the firm for outstanding production, as a recipient of the company's prestigious Centurion Award. My years of training and experience in financial services have equipped me with the skills necessary to design investment and protection strategies tailored to fit each individual client. In 2010, I began mentoring and training new financial professionals to help ensure their success as they endeavored to enter the vast financial services industry.As a Financial Consultant with Equitable Advisors, LLC, and an agent of Equitable Network, LLC and its subsidiaries, my team and I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. I hold both the Series 7 and Series 66 registrations with FINRA, as well as a Life and Health Insurance License in the states of Ohio and Pennsylvania. I attended Lake Catholic High School in Mentor, Ohio. Followed completing Bachelor’s degree in Business Finance from John Carroll University.

Listed skills include Wealth Management, Investment Services, Risk Management, Retirement Planning Strategies, and 6 others.