Unclaimed
Howard Stolzer is a registered Investment Advisor Representative, with over nine years of experience. Howard is associated with Stolzer Rothschild Levy LLC, a firm based in Basking Ridge, New Jersey. Howard holds the Series 65 license. The firm specializes in providing financial planning and portfolio management for individuals and businesses. The firm also offers pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
08/02/2023 - Present
Stolzer Rothschild Levy LLC (BASKING RIDGE NJ)
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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