Unclaimed
Gary Howard has been in the financial industry since August 2016. Gary is currently a Registered Representative for Edward Jones. Gary has also worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, PFS Investments Inc., and Primerica Financial Services. Gary holds Series 6, 7, 63, and 66 securities licenses. Gary offers services including Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
FL
09/29/2022 - Present
Edward Jones (MADISON FL)
FL
11/09/2016 - 07/13/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TALLAHASSEE FL)
GA
08/04/2016 - 10/24/2016
PFS INVESTMENTS INC. (MACON GA)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2016
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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