Unclaimed
Howard Brezak is a financial professional with over 20 years of experience in the industry. Howard is currently registered with Missionsquare Investment Services and has held previous registrations with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Stancorp Equities, Inc., and Ohio National Equities, Inc.. Howard is licensed in Florida and Georgia and holds Series 66, Series 7, and SIE 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.
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.
1
2
DC
12/15/2022 - Present
Missionsquare Investment Services (WASHINGTON DC)
NY
03/11/2021 - 12/05/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OR
11/30/2018 - 01/29/2021
STANCORP EQUITIES, INC. (PORTLAND OR)
OH
06/28/2012 - 09/19/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
FL
09/01/2000 - 04/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
BOTH
Issued 01/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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