Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles E. Howell is a financial advisor with over 15 years of experience. Charles has a wide range of experience in financial services, including insurance, tax preparation, and real estate. Charles is a Certified Financial Planner™ and a registered representative with IP Financial Advisory Services LLC. Charles has been with IP Financial Advisory Services LLC since June of 2021, and before that, he was with Bankers Life Securities, Inc. Charles helps individuals with financial planning, portfolio management, and retirement planning. Charles has a strong commitment to providing his clients with personalized advice and service.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
06/05/2021 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
FL
05/26/2016 - 06/21/2021
BANKERS LIFE SECURITIES, INC. (Plantation FL)
FL
05/25/2010 - 05/26/2016
PROEQUITIES, INC. (PLANTATION FL)
FL
04/09/2008 - 12/31/2009
KOVACK SECURITIES INC. (HOLLYWOOD FL)
FL
11/05/2007 - 04/11/2008
INVESTACORP, INC. (DELRAY BEACH FL)
FL
10/01/2004 - 11/07/2007
THE INVESTMENT CENTER, INC. (DANIA BEACH FL)
BC
Issued 05/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Howell is the right advisor for you? Invested Better is here to help.
