Unclaimed
Eric Howland is a financial advisor with LPL Financial LLC. Eric has been in the financial services industry since 2012. Eric is registered with the following securities regulators: the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as well as the states of Arizona, District of Columbia, Florida, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Mexico, Rhode Island, South Carolina, Texas, and Virginia. Eric has passed the following exams: Series 6, Series 7, Series 63, Series 65, and SIE.
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.
Consulting and other non-discretionary advisory services
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
MA
07/21/2021 - Present
LPL Financial LLC (WESTFORD MA)
MA
01/01/2013 - 07/21/2021
WADDELL & REED (ACTON MA)
IA
Issued 10/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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