Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Joseph Englehart is a financial advisor with over 25 years of experience in the industry. Howard has a broad range of experience with various firms including Cetera Advisors LLC, Cetera Financial Specialists LLC, and Securities America, Inc. Howard is currently registered with Osaic Wealth, Inc., providing financial advice to individuals, businesses, and institutions. Howard has earned several licenses and certifications including Series 7, Series 9, Series 10, Series 24, Series 52, Series 53, Series 63, Series 66, Series 99, and the SIE. Howard is also specialized in financial planning, pension consulting, portfolio management, 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.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SEATTLE WA)
WA
01/02/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
06/17/2014 - 12/12/2018
CETERA ADVISORS LLC (REDMOND WA)
IL
06/17/2014 - 06/19/2015
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
06/17/2014 - 06/19/2015
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
WA
06/03/2013 - 06/19/2015
CETERA ADVISOR NETWORKS LLC (REDMOND WA)
WA
08/15/2012 - 05/31/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
WA
07/25/2005 - 06/25/2012
PACIFIC WEST SECURITIES, INC. (RENTON WA)
PA
04/29/2004 - 07/14/2004
FISERV SECURITIES, INC. (PHILADELPHIA PA)
TX
05/26/1999 - 06/06/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
09/30/1997 - 06/06/2003
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
PA
11/04/1998 - 03/13/2001
FISERV SECURITIES, INC. (PHILADELPHIA PA)
WA
08/16/1995 - 10/20/1997
SAVOY DISCOUNT BROKERAGE (SEATTLE WA)
CA
01/30/1995 - 07/11/1995
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
BOTH
Issued 08/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/12/1996
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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