John Novoa

Retirement Benefits Representative at Benefits Retirement Group (BENCOR) - Actively partner with Retirees as a Fiduciary to map out and manage a successful Retirement

Role: Retirement Benefits Representative at Planmember Securities
Location: Miami-Fort Lauderdale, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About John Novoa

Experienced Financial Representative with a demonstrated history of working in the…

Experience

Retirement Benefits Representative
Planmember Securities
Jan 2019 — Present · Miami, TX, US
At Benefits Retirement Group we have a focus on meeting the retirement needs of Broward County School Systems employees. We also work with individuals outside of BCSS with putting in place comprehensive retirement solutions based on clients financial goals and plans for their future.

Education

Palm Beach Atlantic University
Finance
2002 — 2007

Skills

Investment Advisory
Term Life Insurance
Wealth Management
Powerpoint
Analysis
Microsoft Office
Customer Service
Leadership
Mutual Funds
Equities
Investments
Alternative Investments
Microsoft Excel
Retirement Planning
Sales
Marketing
Asset Management
Financial Analysis
Public Speaking
Strategic Planning

Contact information

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Work email
•••••@planmember.com
Personal email
•••••@•••••.com
Direct dial
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Current company

PlanMember Financial Corporation

Financial Services · 216 employees · Founded 1992 · Carpinteria, California, United States

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and more than 50 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups. An innovator of asset allocation portfolios comprised of mutual funds, PlanMember developed the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution to help individuals plan, save for and achieve a financially secure retirement. On the employer side, the PlanMember 403(b) & 457(b) Savings Program offers a unique and exclusive turnkey retirement plan solution that delivers service, investment options and compliance expertise to employer groups. Opportunities exist for financial professionals to join PlanMember as a PlanMember Financial Center, affiliated PlanMember Financial Center advisor or individual advisor while remaining independent. Our distribution partners across the country enjoy PlanMember's commitment to sales training, business development and integrated marketing as well as administrative, compliance and technology support through our distinct Partnership for Success Program. PlanMember Financial Corporation provides broker/dealer, investment advisory and administrative services through its operating subsidiaries. Representatives are registered with and securities and advisory services are offered through PlanMember Securities Corporation, a registered Broker/Dealer, investment advisor and member FINRA/SIPC.

planmember.com

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About John Novoa

Experience

Retirement Benefits Representative

Education

Palm Beach Atlantic University

Skills

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