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Howard Edward Winklevoss

Winklevoss Insurance Agency, LLC

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About Howard Edward Winklevoss

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.

Firm Information

Howard Winklevoss is currently registered with Winklevoss Insurance Agency, LLC. Winklevoss Insurance Agency, LLC is a Limited Liability Company formed on June 16, 2003. The firm is registered in Connecticut, Delaware, District of Columbia, Florida, Hawaii, Michigan, New York, Texas, Virginia, and Wyoming. It is also approved by the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Howard Winklevoss’s Registration & Firm History

CT

08/01/1997 - Present

Winklevoss Insurance Agency, LLC (GREENWICH CT)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Howard Edward Winklevoss. Review regulatory record here.
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