Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Katz is a financial advisor with over 25 years of experience in the industry. Howard is registered as a broker-dealer and investment advisor in multiple states, including Georgia, Texas and many others. Howard's current affiliation is with IFG Advisory, LLC. Howard is a Certified Financial Planner and provides a variety of services to individuals and businesses including financial planning, investment management, and insurance. Prior to joining IFG Advisory, LLC, Howard was a financial advisor with Lincoln Financial Advisors Corporation for over 18 years.
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.
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.
1
2
GA
04/14/2015 - Present
IFG Advisory, LLC (ATLANTA GA)
GA
02/08/1996 - 11/19/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)
GA
05/26/1994 - 04/17/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (ATLANTA GA)
NA
05/26/1994 - 06/19/1995
LINCOLN FINANCIAL ADVISORS CORPORATION
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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