Unclaimed
Howard Biggs is an investment advisor representative with Sageview Advisory Group, LLC. He is a registered investment advisor in the state of Virginia. Howard has been in the industry since 1995 and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. His credentials include the Series 7, 63, and 65 securities licenses. He has also passed the Uniform Combined State Law Examination. Howard is an investment advisor representative specializing in the areas of financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
VA
03/17/2016 - Present
Sageview Advisory Group, LLC (GLEN ALLEN VA)
NY
02/03/2004 - 07/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/27/1995 - 11/07/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/09/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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