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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Howard is a financial advisor with Corecap Advisors. David has over 10 years of experience in the financial services industry. David holds a Series 7, Series 63, and Series 65 license. David is registered with the state of Michigan and is also registered with the state of Florida. David provides financial planning, portfolio management, and educational seminars to individuals, businesses, and high-net-worth clients. In addition to his work at Corecap Advisors, David also assists with individual and tax returns, primarily during February through April. David is also involved with Simasko Financial, where he prepares and sells insurance products, mainly focusing on EIA's and long-term care products. David has a proven track record of success in helping his clients achieve 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.
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MI
02/12/2021 - Present
Corecap Advisors (SOUTHFIELD MI)
MI
08/04/2014 - 07/05/2016
LPL FINANCIAL LLC (MT. CLEMENS MI)
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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