Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward McEwen is a financial advisor with Osaic Wealth, Inc. located in Cincinnati, Ohio. Howard has been a registered representative for over 25 years and has experience in the financial industry since 1993. Howard holds the Series 63, Series 7, Series 8 and Series 24 licenses and is a Chartered Financial Analyst. Howard specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Howard provides advisory services for clients of all types, including high-net-worth individuals, charitable organizations, corporations and other businesses, and pension and profit-sharing 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.
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
OH
11/02/2018 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CINCINNATI OH)
OH
09/27/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CINCINNATI OH)
RI
12/10/1993 - 10/11/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 01/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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