Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Shear is a financial professional with over 37 years of experience in the industry. Howard Shear is currently registered as an Investment Advisor Representative with Good Life Advisors, LLC. Howard Shear has also held registrations with PRUCO SECURITIES, LLC. Howard Shear has passed several professional exams including the Series 6, Series 7, Series 63, and Series 65 exams and holds the Chartered Financial Consultant designation. Howard Shear provides financial planning and wealth management services to individuals, families, and businesses. Howard Shear specializes in retirement planning, college savings, estate planning, and insurance. Howard Shear also provides advisory services for charitable organizations and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Planning subscription fee
1
2
PA
11/28/2022 - Present
Good Life Advisors, LLC (READING PA)
PA
08/26/1985 - 08/14/2014
PRUCO SECURITIES, LLC. (MONROEVILLE PA)
IA
Issued 04/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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