Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Martin Soltoff is a financial advisor with over 45 years of experience in the industry. Currently registered with MML Investors Services, LLC, Howard is a registered investment advisor and a securities representative. Howard's career includes prior experience with MANEQUITY, INC. and G. R. PHELPS & CO., INC. Howard is also an insurance broker with Tribridge Partners, LLC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
07/01/1999 - Present
MML Investors Services, LLC (Columbia MD)
MA
06/25/1993 - 09/13/1996
MANEQUITY, INC. (BOSTON MA)
NA
05/03/1974 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
06/19/1983 - 12/05/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
IA
Issued 06/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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