Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Lawson Shoe, Jr. is a financial advisor with over 20 years of experience in the industry. Howard is currently registered with Raymond James Financial Services Advisors, Inc., where he offers a range of financial services to individuals, families, and businesses. Howard has a comprehensive understanding of the financial markets, with expertise in portfolio management, financial planning, and retirement planning. Howard is committed to providing his clients with personalized advice and strategies to help them achieve their financial goals. Before joining Raymond James Financial Services Advisors, Inc., Howard worked with firms such as Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and SouthTrust Securities, Inc.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
01/08/2010 - Present
Raymond James Financial Services Advisors, Inc. (CHARLOTTE NC)
NC
06/01/2009 - 12/21/2009
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
MD
04/08/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
04/07/2005 - 04/08/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/12/2004 - 04/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AL
08/29/2000 - 02/02/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
IA
Issued 03/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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