Unclaimed
Howard Feldman is an investment advisor representative registered in Florida. Howard has been in the industry since 1996 and currently works for Raymond James & Associates, Inc. Howard is an experienced financial professional with expertise in a wide range of investment areas.
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.
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2
FL
09/08/2000 - Present
Raymond James & Associates, Inc. (PALM BEACH GARDENS FL)
FL
11/13/1998 - 07/26/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
09/17/1996 - 08/19/1998
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 10/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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