Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Wolfson is a financial advisor with over 30 years of experience in the securities industry. Howard is registered in Ohio as a Registered Representative (RA) and an Investment Advisor Representative (IAR). Howard has been affiliated with Gold Coast Securities, Inc. since 2004. The firm is a Registered Investment Advisor (RIA) with a broad array of services, including financial planning, pension consulting, market timing, and portfolio management for individuals and businesses. Gold Coast Securities, Inc. specializes in serving high-net-worth individuals, corporations, and other businesses. Howard has extensive experience in the securities industry and has been involved in providing various investment services, including portfolio management and financial planning. Howard is committed to providing his clients with personalized financial advice and investment strategies tailored to their individual needs and 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/03/2004 - Present
Gold Coast Securities, Inc. (GOLD RIVER CA)
PA
05/03/2004 - 08/02/2004
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
CA
07/10/1997 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
NY
07/05/1991 - 07/15/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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