Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Howell is a financial advisor with Raymond James & Associates, Inc. based in St. Petersburg, FL. Heath has over 7 years of experience in the financial services industry. Heath is registered with the state of Florida as an Investment Advisor Representative and has passed the Series 66, Series 7 and SIE exams. Prior to joining Raymond James & Associates, Inc. Heath was employed at T. Rowe Price Investment Services, Inc. Heath works with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Heath provides a range of financial services including financial planning, portfolio management, and investment advice.
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.
Please see note in schedule d - miscellaneous
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
FL
01/06/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/16/2012 - 07/11/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 12/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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