Unclaimed
Eusevius Howard is an Investment Advisor Representative at Core Planning, registered with the state of Missouri. Eusevius is active in the insurance business as an independent agent for Wholehan Marketing. Eusevius has been working in the financial services industry since 2018. Eusevius is a specialist in both portfolio management and financial planning. Core Planning provides financial planning and portfolio management services to individuals. The firm serves both high-net-worth individuals and other individuals, managing approximately $62 million in assets for clients.
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.
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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MO
06/18/2024 - Present
Core Planning (ST. LOUIS MO)
IA
Issued 08/31/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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