Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Jeffrey Douglas is a financial professional with over 40 years of experience in the financial services industry. Howard is currently registered with Osaic Wealth, Inc. and has previously worked with several other firms including Equitable Advisors, LLC, MONY Securities Corporation, and Jaron Equities Corp. He is licensed to provide financial services in multiple states including New York, North Carolina, Connecticut, Florida, and New Jersey. Howard has experience in various areas including Financial Planning, Portfolio Management, Pension Consulting, and Education Seminars.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Dix Hills NY)
NY
06/01/2005 - 12/07/2021
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NY
09/08/1992 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
04/17/2001 - 12/31/2001
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
02/08/1991 - 09/14/1992
JARON EQUITIES CORP. (HICKSVILLE NY)
NA
05/06/1985 - 09/11/1992
LONG ISLAND NETWORK SECURITIES, INC.
NY
02/16/1988 - 01/24/1990
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
07/12/1982 - 05/29/1985
JARON EQUITIES CORP.
NA
09/05/1984 - 10/01/1984
GEORGE STANLEY SETLIN FINANCIAL, INC.
BOTH
Issued 12/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/10/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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