Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Edward Howes is a financial advisor with over 25 years of experience in the industry. Douglas is a registered representative and investment advisor representative with Osaic Wealth, Inc., where Douglas has been since 2024. Previously, Douglas worked at Woodbury Financial Services, Inc. in Burlington, VT. Douglas holds the Series 6, 7, 24, 63, and 65 licenses. Douglas specializes in providing financial planning, portfolio management, and investment advisory services. Douglas is also a president and CEO of Sapphire Wealth Management, LLC.
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.
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
MA
01/19/2024 - Present
Osaic Wealth, Inc. (ANDOVER MA)
VT
08/13/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BURLINGTON VT)
MA
04/08/2005 - 08/12/2008
LPL FINANCIAL CORPORATION (ANDOVER MA)
MA
02/14/2002 - 04/08/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/14/2002 - 04/08/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
08/13/1996 - 06/20/2001
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 07/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Howes is the right advisor for you? Invested Better is here to help.
