Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Adcock is a financial advisor at Kestra Advisory Services, LLC. Howard has been in the financial services industry since 1997 and holds Series 6, 7, 63, and 65 licenses as well as the SIE. Howard focuses on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, insurance companies, and charitable organizations. Howard is also a member of the CEO Council of Tampa Bay and the St. Joseph's Children's Hospital Foundation Finance Committee.
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.
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
FL
07/27/2023 - Present
Kestra Advisory Services, LLC (TAMPA FL)
MN
03/26/1997 - 07/09/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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