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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Andrew Kades is a financial advisor with Mercer Global Advisors Inc., a firm based in Denver, CO. Howard has been a financial advisor since 1993 and has experience in providing financial advice to individuals, businesses, and institutions. Howard has worked at several firms, including Pan-American Financial Advisers and American Capital Corporation, before joining Mercer Global Advisors Inc. He is licensed to provide investment advice in Pennsylvania, Texas, and Louisiana. Howard specializes in financial planning, investment management, estate planning, and tax return preparation.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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2
PA
10/30/2024 - Present
Mercer Global Advisors Inc. (Bryn Mawr PA)
LA
12/16/2001 - 12/31/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
07/21/1993 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
IA
Issued 02/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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