Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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