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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Weinstein is a financial professional with over 37 years of experience in the financial services industry. Howard is registered with Equitable Advisors, LLC in California, Delaware, Florida, New Jersey, and New York. Howard Weinstein is also registered as an Investment Advisor Representative (IAR) in the same states. Howard Weinstein is a Registered Representative (RR) in California, Delaware, Florida, New Jersey, New York, and Virginia. Howard has a Series 6, Series 7, Series 22, Series 24, Series 63, and Series 65 licenses. Howard is a Chartered Financial Consultant (ChFC) designee.
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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NY
09/07/2021 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
08/30/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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