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 advisor with over 30 years of experience in the industry. Howard is currently registered with Osaic Wealth, INC. and holds licenses to provide financial advice in New York and North Carolina. Howard previously worked at Equitable Advisors, LLC, MONY Securities Corporation, Trusted Securities Advisors Corp., Jaron Equities Corp., Long Island Network Securities, Inc., Robert Todd Financial Corp., and George Stanley Setlin Financial, Inc.. Howard is dedicated to providing comprehensive financial planning services to individuals, families, and businesses. He specializes in retirement planning, investment management, and estate planning. Howard is a Chartered Financial Consultant (ChFC) and has earned numerous awards and recognitions for his financial expertise.
Dix Hills, NY
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.
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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 6/8/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/12/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/10/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 7/8/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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