Unclaimed
David Howard is a registered representative with Lifemark Securities Corp. David has over 30 years of experience in the securities industry. David has a wide range of experience, having worked with several firms including Foresters Equity Services, Inc., Robert B. Ausdal & Co. Inc., RE-DIRECT SECURITIES CORP and American Investment Services, Inc.. David has a broad range of expertise with a focus on providing financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MI
11/05/2018 - Present
Lifemark Securities Corp. (Livonia MI)
IL
04/16/2003 - 11/01/2018
FORESTERS EQUITY SERVICES, INC. (HICKORY HILLS IL)
IA
01/02/2002 - 04/16/2003
ROBERT B. AUSDAL & CO. INC. (DAVENPORT IA)
IL
03/18/1997 - 12/31/2001
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
OK
07/16/1993 - 12/31/1996
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
KS
11/06/1991 - 07/14/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
CO
05/14/1990 - 08/27/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
01/05/1990 - 01/29/1990
ALLIANCE SECURITIES CORPORATION
IL
10/25/1989 - 12/31/1989
KETTLER & COMPANY (CHICAGO IL)
BOTH
Issued 06/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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