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Gerard Michael Howard

Allstate Financial Services, LLC

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About Gerard Michael Howard

Gerard Michael Howard is a financial advisor with over 20 years of experience in the industry. Gerard currently holds licenses for Series 7, 31, 63, 65 and SIE. He is registered with Allstate Financial Services, LLC in Troy, Michigan. Previously, Gerard has worked with LPL Financial LLC, Comerica Securities, ABN AMRO Financial Services, Inc., UBS PaineWebber Inc. and Dean Witter Reynolds Inc.

Firm Information

Gerard Howard is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gerard Howard’s Registration & Firm History

MI

01/28/2016 - Present

Allstate Financial Services, LLC (TROY MI)

MI

03/19/2012 - 02/02/2016

LPL FINANCIAL LLC (TROY MI)

MI

07/09/2003 - 03/20/2012

COMERICA SECURITIES (BLOOMFIELD HILLS MI)

IL

07/24/2002 - 07/29/2003

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

NJ

03/06/2000 - 07/18/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

12/07/1998 - 03/31/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 12/29/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 12/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gerard Michael Howard. Review regulatory record here.
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