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Featured Business Financial Advisor in Jupiter, FL
Jupiter Financial Advisors
Novem Group
601 Heritage Drive, Suite 225
Jupiter, FL 33458
(678) 869-5585
“Dedicated to achieving what's most important to you.”
Advisor Profile
Andrew Gentile CFP, CLU, ChFC, CLF, CLTC, CDFA, AIF
Name:  Andrew Gentile CFP, CLU, ChFC, CLF, CLTC, CDFA, AIF
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

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, Palm Beach County and Martin County.
Name of Broker/Dealer:    American Portfolios
I work with the following types of clients:    Businesses, Individual Investors, Physicians (Endorsed by the American Medical Association) and Couples going thru the divorce process
Number of Years with Current Firm:    1
CRD#:    1199626
Years of Experience in Financial Services:    36
 

Services

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

Qualifications & Memberships

Financial Organization Memberships:    Million Dollar Roundtable, Financial Planning Association (FPA), Society of Financial Services Professionals, National Association of Personal Financial Advisors (NAPFA), National Association of Insurance and Financial Advisors (NAIFA)
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability
Securities Licenses:    Series 7, Series 24, Series 53, Series 63, Series 65
Certifications, Accreditations & Designations:    CLU®, CLTC®, AIF®, CDFA®, ChFC®, CFP®, Certified in Long-Term Care (CLTC), Chartered Leadership Fellow (CLF)
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    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:    Fee-Based (Fee and Commissions)
Compensation Methods:    Based on Assets, Hourly, 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.
 
 
 

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