Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Lee Howard is a financial advisor with over 20 years of experience in the financial industry. Brett is currently registered with the state of Connecticut and Texas and works with Howard Wealth Management, LLC. Previously, Brett was registered with APW Capital, Inc., United Securities Alliance, Inc., and Walnut Street Securities, Inc. Brett's expertise lies in asset allocation, advisory consulting, family office and wealth planning, financial planning, pension consulting, and portfolio management for 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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation, advisory consulting, family office & wealth planning
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.
1
2
CT
05/04/2022 - Present
Howard Wealth Management, LLC (MADISON CT)
NJ
03/15/2007 - 12/11/2018
APW CAPITAL, INC. (ROCKAWAY NJ)
CT
04/08/2005 - 02/28/2007
UNITED SECURITIES ALLIANCE, INC. (MADISON CT)
CA
02/28/2003 - 04/11/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 02/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brett Howard is the right advisor for you? Invested Better is here to help.
