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 Sheckman is a financial advisor with over 24 years of experience. He is registered with the state of Pennsylvania as an Investment Advisor Representative and holds Series 63, 65, 7, and SIE licenses. Howard Jay has been with Steward Partners Investment Advisory, LLC since June 2019. Previously, he worked at Raymond James Financial Services, Inc. and Wells Fargo Advisors Financial Network, LLC. Howard Jay has a broad range of experience working with individual investors, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and government entities. He specializes in financial planning, portfolio management, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
06/21/2019 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
PA
03/01/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Conshohocken PA)
PA
05/04/2012 - 03/05/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FORT WASHINGTON PA)
PA
10/01/1999 - 05/04/2012
WELLS FARGO ADVISORS, LLC (CONSHOHOCKEN PA)
NC
07/24/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 8/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/5/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Howard Sheckman is the right advisor for you? Invested Better is here to help.
