Unclaimed
Cara Danielle Howard is an Investment Advisor Representative at Edward Jones. Cara has been in the financial industry for over 12 years and is licensed to provide investment advice in Ohio and Texas. Cara is a registered representative of and offers securities through Edward Jones. She is also a licensed insurance agent and offers insurance products through Edward Jones. Cara specializes in providing financial advice to individuals and families. She helps her clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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.
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.
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.
See schedule d - miscellaneous
1
2
OH
03/01/2024 - Present
Edward Jones (SHELBY OH)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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