Unclaimed
Drew David Howard is a financial advisor with Edward Jones. He is based in South Yarmouth, MA, and has been a licensed advisor for 15 years. Drew has held positions with Lincoln Financial Advisors Corporation, Farmers Financial Solutions, LLC and Edward Jones. He is a registered representative with FINRA and holds Series 6, 7, 26 and 66 licenses.
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.
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.
See schedule d - miscellaneous
1
2
MA
07/17/2018 - Present
Edward Jones (South Yarmouth MA)
PA
05/03/2018 - 06/12/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (CANONSBURG PA)
MO
05/04/2015 - 05/03/2018
EDWARD JONES (ST. LOUIS MO)
NJ
03/04/2008 - 06/08/2015
FARMERS FINANCIAL SOLUTIONS, LLC (PARSIPPANY NJ)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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