Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Lynes has been a registered representative since March 2, 1976, and currently holds his Series 63, Series 65, Series 7 and SIE licenses. He is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since September 2001. Prior to this, Howard was employed by Salomon Smith Barney Inc., Drexel Burnham Lambert Incorporated, Putnam Fund Distributors, Inc., E. F. Hutton & Company Inc., Dean Witter Reynolds Inc., and Reynolds Securities, Inc. Howard is a registered investment advisor in Texas, Maryland, Virginia, and the District of Columbia. Howard Lynes is specialized in a variety of areas including insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
11/20/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEESBURG VA)
NY
05/22/1989 - 10/09/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
06/03/1980 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/20/1979 - 06/09/1980
PUTNAM FUND DISTRIBUTORS, INC.
NA
04/24/1978 - 08/21/1979
E. F. HUTTON & COMPANY INC
NA
02/24/1978 - 10/15/1978
DEAN WITTER REYNOLDS INC.
NA
03/01/1976 - 02/24/1978
REYNOLDS SECURITIES, INC.
IA
Issued 12/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1977
PC - AMEX Put and Call Exam
BC
Issued 02/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Howard Lynes is the right advisor for you? Invested Better is here to help.
