Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Modell is a financial advisor who has been working in the financial industry since 1993. Howard is registered with IBN Financial Services, Inc. and has been with this firm since 2008. Previously, Howard was registered with LEIGH BALDWIN & CO., LLC. Howard has held multiple licenses and registrations throughout his career including Series 6, Series 7, Series 24, Series 63 and Series 65. Howard is also registered as an Investment Advisor Representative in New York.
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.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
07/16/2021 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
11/21/1996 - 08/08/2008
LEIGH BALDWIN & CO., LLC (LIVERPOOL NY)
NY
01/06/1995 - 11/27/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
10/12/1993 - 12/31/1994
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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