Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Howell is a financial advisor registered with Osaic Wealth, Inc. Gregory Howell has been in the industry since 1978. Gregory Howell is also an active insurance broker and has been in that role since 1971. Gregory Howell has a strong background in financial planning and investment management. Gregory Howell's expertise includes portfolio management for individuals and businesses, pension consulting, and educational seminars. Gregory Howell serves clients of all types including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Gregory Howell holds a Series 63, Series 6TO, SIE, Series 1, and Series 2 license. Gregory Howell is a Chartered Financial Consultant. Gregory Howell is a dedicated and experienced financial advisor who can help individuals and businesses 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.
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.
1
2
IN
07/30/2019 - Present
Osaic Wealth, Inc. (MISHAWAKA IN)
IN
10/11/2005 - 11/02/2018
SIGNATOR INVESTORS, INC. (MISHAWAKA IN)
IN
11/21/1978 - 10/07/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/21/1978 - 10/07/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
06/19/1983 - 08/23/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 06/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1978
Series 1 - Registered Representative Examination
BC
Issued 09/12/1973
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
Not sure Gregory Howell is the right advisor for you? Invested Better is here to help.
