Unclaimed
Howard Benario is an investment advisor representative with Forum Financial Management, LP, in Lombard, Illinois. Howard has been in the securities industry since May 2009. Howard is registered with the state of Illinois. Howard holds the Series 65. Howard also works part-time as a salesperson for Dependable Maytag in Naperville, Illinois. Howard specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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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IL
10/05/2010 - Present
Forum Financial Management, LP (LOMBARD IL)
IA
Issued 05/06/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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