Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Jones is a financial advisor with Cetera Investment Advisers LLC. Howard has been in the industry since October 1990. Howard has Series 7, 24, 51, 63, and 65 licenses. Prior to Cetera, Howard was registered with PLANMEMBER SECURITIES CORPORATION, CETERA ADVISOR NETWORKS LLC, PROEQUITIES, INC., GNA SECURITIES, INC., and HAMILTON INVESTMENTS, INC. Howard specializes in retirement planning, education planning, wealth management, and investment management.
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.
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
AZ
05/04/2022 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
01/18/2019 - 05/03/2022
PLANMEMBER SECURITIES CORPORATION (Scottsdale AZ)
CA
01/02/2015 - 12/31/2018
CETERA ADVISOR NETWORKS LLC (LOS ANGELES CA)
CA
07/14/1993 - 12/31/2014
PROEQUITIES, INC. (SOLVANG CA)
VA
05/26/1992 - 07/31/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
08/28/1991 - 04/07/1992
HAMILTON INVESTMENTS, INC.
NY
07/18/1989 - 07/30/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/7/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Howard Jones is the right advisor for you? Invested Better is here to help.
