Unclaimed
Howard Mcmonagle Fleming is an Investment Advisor Representative who has been in the industry since 1995. Howard is currently registered with RED Tortoise in Georgia and Texas. Howard specializes in providing financial planning, investment consulting, and portfolio management services to a diverse clientele including high net worth individuals, corporations, and charitable organizations. Howard is a Certified Financial Planner and a Chartered Financial Analyst. Howard is a dedicated professional with extensive experience in wealth management, providing personalized and customized financial solutions to help clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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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GA
09/11/2019 - Present
RED Tortoise (ATLANTA GA)
IA
Issued 09/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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