Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Howard is a financial advisor at Corecap Advisors, a registered investment advisor. David has been a registered investment advisor for over 25 years and holds a Series 6, Series 7, Series 63 and Series 65 licenses. David is a Personal Financial Specialist and provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. David is also an insurance agent and can provide insurance products, but only a small part of David’s time is spent on insurance. David is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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.
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
11/02/2018 - Present
Corecap Advisors (Harrison Twp MI)
MI
09/08/2009 - 11/12/2018
LPL FINANCIAL LLC (MT. CLEMENS MI)
MI
01/03/2006 - 09/08/2009
MUTUAL SERVICE CORPORATION (SHELBY TOWNSHIP MI)
MA
08/05/1996 - 02/11/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/05/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Howard is the right advisor for you? Invested Better is here to help.
