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Howard Brezak

Missionsquare Investment Services

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About Howard Brezak

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.

Firm Information

Howard Brezak is currently registered with Missionsquare Investment Services. Missionsquare Investment Services is a Limited Liability Company formed in December 1998. The firm is registered in all 50 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Howard Brezak’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Howard Brezak.
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