Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Paul Gerrin is a financial advisor registered with the state of Massachusetts and is part of Integrated Wealth Concepts LLC. Howard Gerrin has over 40 years of experience in the financial industry. Howard has held licenses with several other firms before joining Integrated Wealth Concepts. Howard Gerrin is a Chartered Financial Consultant. Howard Paul Gerrin provides financial planning services, pension consulting, and portfolio management to individual clients, businesses, and charitable organizations.
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.
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.
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MA
12/01/2016 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
10/07/2016 - 12/31/2021
LPL FINANCIAL LLC (WALTHAM MA)
MA
02/27/2009 - 10/21/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
MA
04/13/2005 - 05/29/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (WALTHAM MA)
DE
07/01/1991 - 03/31/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
05/13/1980 - 07/02/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
05/13/1980 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 02/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1980
Series 1 - Registered Representative Examination
Active
Inactive
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