Unclaimed
Howard Reizun is a financial advisor with Kestra Private Wealth Services, LLC. Howard has been a registered representative in the securities industry since 2001 and holds Series 6, 7, 24, 63, and 65 licenses. Howard is also a Certified Financial Planner. Howard has experience providing financial planning, portfolio management and pension consulting services to individuals, businesses, and institutions.
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.
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
NJ
08/12/2021 - Present
Kestra Private Wealth Services, LLC (Montclair NJ)
NJ
01/18/2007 - 07/13/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROSELAND NJ)
NJ
10/04/2006 - 11/28/2006
CHASE INVESTMENT SERVICES CORP. (TEANECK NJ)
NJ
07/15/2005 - 10/04/2006
BNY INVESTMENT CENTER INC. (TEANECK NJ)
MA
10/20/2004 - 07/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/15/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
11/08/2001 - 11/14/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/08/2001 - 11/14/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
DE
10/20/1999 - 10/26/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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