Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Watkins is a financial advisor at Berthel, Fisher & Co. Financial Services, Inc. Howard has been in the financial services industry since 1996 and is registered in eight states. Howard specializes in providing financial planning and portfolio management for individuals and businesses. Howard is also a registered representative with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA).
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/21/2012 - Present
Berthel, Fisher & Co. Financial Services, Inc. (DALLAS TX)
TX
06/13/2008 - 06/20/2012
MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)
TX
07/23/2003 - 06/17/2008
FOX & COMPANY INVESTMENTS INC. (DALLAS TX)
TX
09/11/1995 - 12/31/1997
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
NY
02/16/1995 - 04/21/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
FL
05/02/1994 - 02/13/1995
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
IA
02/01/1994 - 05/03/1994
DICKINSON & CO. (DES MOINES IA)
RI
08/07/1993 - 01/28/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
CA
06/20/1989 - 04/10/1992
DUNMAN RESOURCES, INC. (TORRANCE CA)
IA
Issued 11/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative 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 07/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/14/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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