Unclaimed
Howard Edward Winklevoss is a registered representative with Winklevoss Insurance Agency, LLC. Howard has been in the financial services industry since July 1997. Howard is licensed to sell securities in Connecticut, Delaware, Florida, New York, and Texas. Howard holds the following licenses: Series 3, 6, 26, 63, and 65.
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.
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.
1
2
CT
08/01/1997 - Present
Winklevoss Insurance Agency, LLC (GREENWICH CT)
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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