Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Matson is a financial advisor who has been in the industry since 1983. Howard is currently registered with Wells Fargo Clearing Services, LLC. He has also held positions at Citigroup Global Markets Inc., Prudential Securities Incorporated, and Public Employees Equities Services Company. Howard holds several industry licenses, including Series 7, Series 6, Series 63, and Series 65. Howard is a financial advisor with experience providing investment advice and portfolio management services to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
03/20/2008 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
CT
12/14/1993 - 04/04/2008
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
NY
01/26/1984 - 12/09/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/27/1982 - 01/03/1983
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY
IA
Issued 10/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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