Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Friedman is a financial professional with over 20 years of experience in the financial services industry. Howard is currently an Investment Advisor Representative with Private Client Services, LLC, a firm that provides a wide range of financial services to individuals, families, and businesses. Prior to joining Private Client Services, LLC, Howard held positions at BB&T Securities, LLC, BB&T Investment Services, Inc., LPL Financial LLC, Cetera Advisors LLC, AXA Advisors, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and CitiStreet Equities LLC. Howard holds a Series 6, 7, 63, and 65 licenses and is also a Chartered Financial Consultant. Howard is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
MD
07/23/2020 - Present
Private Client Services, LLC (ROCKVILLE MD)
MD
01/02/2018 - 03/30/2018
BB&T SECURITIES, LLC (BALTIMORE MD)
MD
12/06/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (TIMONIUM MD)
MD
09/29/2015 - 09/23/2016
LPL FINANCIAL LLC (OWINGS MILLS MD)
MD
08/10/2015 - 09/04/2015
CETERA ADVISORS LLC (ROCKVILLE MD)
MD
10/05/2010 - 12/22/2011
AXA ADVISORS, LLC (COLUMBIA MD)
MD
12/01/2005 - 10/14/2010
METLIFE SECURITIES INC. (WESTMINSTER MD)
MD
12/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
NJ
03/10/2003 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 02/08/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Howard Friedman is the right advisor for you? Invested Better is here to help.
