Unclaimed
Howard Moyer is a financial advisor registered with Private Advisor Group, LLC. Howard holds the Series 7 and Series 66 securities licenses. He has been working in the financial services industry since 2006. Howard has been with Private Advisor Group, LLC since 2014. Before that, Howard worked at Comprehensive Asset Management and Servicing, Inc. and Wells Fargo Advisors Financial Network, LLC. Howard's experience spans across several areas including financial planning, pension consulting, educational seminars, and portfolio management. Howard is also a Registered Investment Advisor (RIA) with a hybrid practice. His practice offers both investment advisory services and brokerage services.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
10/28/2014 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
03/28/2011 - 11/17/2014
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (WILLIAMSPORT PA)
PA
11/06/2008 - 03/21/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLIAMSPORT PA)
PA
09/13/2006 - 07/09/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (WILLIAMSPORT PA)
BOTH
Issued 07/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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