Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Mattson is a financial advisor with over 27 years of experience in the financial services industry. Howard is a registered representative with Osaic Wealth, Inc. and has been a registered investment advisor since 2004. Howard has a wide range of experience, including working with individual investors, businesses, and retirement plans. Howard holds a Series 7, 6, 63, and 65 licenses, as well as a Series 24 and 26 principal licenses. Howard is dedicated to providing clients with personalized financial advice and helping them 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
09/01/2023 - Present
Osaic Wealth, Inc. (WILLIAMSTOWN NJ)
NJ
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DEPTFORD NJ)
NJ
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WOODBURY NJ)
NY
03/08/1996 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 11/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/01/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Howard Mattson is the right advisor for you? Invested Better is here to help.
