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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela M. Howard is a registered investment advisor with National Wealth Management Group, LLC, a firm that has been in business since December 2016. Angela Howard has been with National Wealth Management Group, LLC since December 2016. Prior to this, Angela Howard was with LPL Financial LLC for 10 years starting in February 2008. Angela Howard has a Series 6, Series 7, Series 63, and Series 65 licenses. Angela Howard also has a SIE license. Angela Howard provides investment advisory services to individuals, corporations or other businesses, charitable organizations, and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
01/05/2022 - Present
National Wealth Management Group, LLC (CINCINNATI OH)
BC
Issued 02/23/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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