Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Alan Schloss is an investment advisor representative at SeaCrest Investment Management, LLC. Howard has been in the industry since 1990 and has worked at Morgan Stanley DW INC. and SeaCrest Investment Management, LLC. Howard specializes in portfolio management for individuals and businesses, as well as pension consulting. Howard is registered in Connecticut and New York and holds Series 63, 65 and 7 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/29/2021 - Present
Seacrest Investment Management, LLC (PURCHASE NY)
NY
11/30/1990 - 06/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Howard Schloss is the right advisor for you? Invested Better is here to help.
