Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Jay Levine is a financial advisor with Continuum Advisory, LLC, a firm based in Eagle, ID. Howard has over 27 years of experience in the financial services industry. Howard works with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Howard also provides financial planning, pension consulting, and portfolio management services. Howard's primary office is located in Stowe, VT. He is registered with the state of Vermont as an investment advisor representative.
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.
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VT
02/09/2018 - Present
Continuum Advisory, LLC (Stowe VT)
VT
11/14/2017 - 08/23/2024
TRIAD ADVISORS LLC (Stowe VT)
VT
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (STOWE VT)
VT
04/02/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (STOWE VT)
IN
02/10/2000 - 04/04/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
WI
04/14/1999 - 02/15/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
RI
10/01/1998 - 05/24/1999
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
FL
09/17/1996 - 09/30/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
05/09/1996 - 09/17/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 05/25/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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