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Perry Novak

Perry Novak

First Vice President, Financial Advisor

Followers of Perry Novak591 followers
location of Perry NovakSan Francisco Bay Area

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  • Timeline

  • About me

    Senior Vice President - Investment Officer at The Novak Wealth Management Group of Wells Fargo Advisors

  • Education

    • University of San Francisco School of Law

      1981 - 1983
      Juris Doctor Law

    • Loyola University School of Law

      1980 - 1981

    • University of California, Berkeley

      1975 - 1979
      BA Political Science, Business

  • Experience

    • EF Hutton & Company

      Jan 1983 - Jan 1988
      First Vice President, Financial Advisor

    • Morgan Stanley Smith Barney

      Aug 1983 - Apr 2009
      Senior Vice President, Wealth Management

    • UBS Financial Services, Inc.

      Apr 2009 - Jun 2016
      Senior Vice President - Wealth Management

    • The Novak Wealth Management Group of Wells Fargo Advisors

      Jun 2016 - now
      Senior Vice President - Investment Officer

  • Licenses & Certifications

    • FINRA Registrations: Series 3, Series 7, Series 63, and Series 65

      Aug 1983