Unclaimed
Gary David Howell is a financial professional with over 30 years of experience in the industry. Gary is currently a registered representative at Equity Services, Inc., based in Johnson, NY. Gary is registered to provide financial advice in New York, New Jersey, North Carolina, and Pennsylvania. Gary is also an insurance agent and has a Series 6 and SIE license. Gary has a background in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Gary is committed to providing clients with comprehensive financial advice to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/22/2021 - Present
Equity Services, Inc. (JOHNSON NY)
NY
03/25/2017 - 10/09/2018
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
03/20/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MIDDLETOWN NY)
NY
03/20/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MIDDLETOWN NY)
BC
Issued 05/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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