Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jeffrey Howard is an investment advisor representative with Raymond James & Associates, Inc., currently working in the Evansville, IN branch office. David joined Raymond James after working at Investment Centers of America, Inc., and Investment Professionals, Inc.. David has been in the financial industry for 21 years. David holds the following licenses: Series 6, Series 7, Series 63, and Series 65. David also holds the Securities Industry Essentials Exam (SIE). David has been registered with the state of Texas, as well as several other states, including Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Ohio, Pennsylvania, South Carolina, Tennessee, Washington, and Wisconsin.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
06/05/2018 - Present
Raymond James & Associates, Inc. (EVANSVILLE IN)
IN
11/02/2015 - 10/25/2017
INVESTMENT CENTERS OF AMERICA, INC. (Evansville IN)
IN
03/02/2007 - 11/17/2015
INVESTMENT PROFESSIONALS, INC. (EVANSVILLE IN)
IN
11/19/2002 - 03/02/2007
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
IA
Issued 08/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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