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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ghassan? Claim Your ProfileGhassan Howell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in San Francisco, California. Ghassan Howell has been in the financial industry since October 28, 2010. Ghassan Howell has Series 7 and Series 66 licenses and has been registered with the Securities and Exchange Commission (SEC) since 2009. Ghassan Howell is registered to provide investment advice in several states including Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Ghassan Howell is also registered with the SEC as an Investment Advisor Representative (IAR). Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Ghassan Howell was employed by Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
04/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
05/13/2011 - 04/19/2023
WELLS FARGO CLEARING SERVICES, LLC (SAN RAFAEL CA)
CA
06/26/2009 - 12/06/2010
WELLS FARGO INVESTMENTS, LLC (REDWOOD CITY CA)
BOTH
Issued 07/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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