Unclaimed
Howard Lloyd Armstrong is a registered investment advisor with On Investment Management Co. Howard has been in the industry since 2003 and holds Series 6, 7, 24, 63 and 65 licenses. Howard is also registered in Massachusetts, New Hampshire, Oklahoma and Texas. Howard's firm provides financial planning, portfolio management for individuals and selection of other advisors. Howard is also involved in other business not related to investments, specifically Life insurance, estate planning, fixed annuities, and long term care.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
MA
11/27/2018 - Present
ON Investment Management Co. (Newburyport MA)
MA
03/28/2003 - 04/07/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IA
Issued 03/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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