Unclaimed
Howard Parkinson is a financial professional with over 40 years of experience in the industry. Howard is currently registered with MML Investors Services, LLC in Lehi, UT. Howard has held previous registrations with several other firms including Massachusetts Mutual Life Insurance Company, Integrated Resources Equity Corporation, The Equitable Life Assurance Society of the United States, John G. Kinnard and Company, Incorporated and Gregersen & Co.. Howard's areas of expertise include a variety of financial products and services including: asset allocation programs, financial planning, pension consulting, educational seminars, and the selection of other advisors. Howard also provides portfolio management for individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
UT
09/03/1982 - Present
MML Investors Services, LLC (Lehi UT)
NA
12/29/1980 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
07/14/1982 - 06/04/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/29/1980 - 11/22/1982
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
02/15/1978 - 09/20/1980
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
11/14/1972 - 01/21/1973
JOHN G. KINNARD AND COMPANY, INCORPORATED
NA
03/10/1971 - 02/06/1972
GREGERSEN & CO.
IA
Issued 05/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/07/1970
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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