Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Austin Townsend is a financial professional with over 40 years of experience in the industry. Howard is currently registered with Osaic Wealth, Inc., which specializes in financial planning and portfolio management for individuals, businesses, and retirement plans. Howard also holds Series 7, 22, 24, 63, and 66 licenses as well as being a Certified Financial Planner and Chartered Financial Consultant. Prior to joining Osaic Wealth, Inc., Howard has held positions at Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Transamerica Securities Sales Corporation.
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.
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2
CA
11/02/2018 - Present
Osaic Wealth, Inc. (BONSALL CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (BONSALL CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BONSALL CA)
CA
02/16/1984 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (BONSALL CA)
CA
03/04/1987 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
06/19/1983 - 06/09/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/1995
Series 24 - General Securities Principal 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 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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