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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Weiner is a financial advisor with Fidelity Personal And Workplace Advisors. Howard has been in the financial industry since September 13, 1991. Howard has a strong track record of providing financial advice to individuals, families, and businesses. Howard is registered with the state of Texas as a broker-dealer and investment advisor. He is also registered with the state of Illinois as a broker-dealer. Howard specializes in financial planning, portfolio management, and retirement planning. Howard is committed to providing his clients with the highest level of service and expertise. He is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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
TX
07/12/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IL
12/12/2017 - 05/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
03/20/2014 - 12/11/2017
AMERICAN TRUST INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
11/07/2000 - 03/14/2014
LASALLE ST SECURITIES, L.L.C. (CHICAGO IL)
FL
04/04/1997 - 11/13/2000
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
CO
05/01/1995 - 03/26/1997
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NJ
07/22/1991 - 05/19/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/22/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 01/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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