Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Pressman is a financial advisor with over 23 years of experience in the financial services industry. Howard is a Certified Financial Planner™ and is registered with Cetera Investment Advisers LLC. He is also licensed to sell insurance products. Howard provides financial planning, retirement planning, and investment management services to individuals, families, and businesses. He previously worked with Voya Financial Advisors, Inc. and BANC of America Investment Services, Inc. Howard has a wide range of experience and expertise, and is committed to providing his clients with the highest level of service.
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.
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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (VIENNA VA)
VA
05/04/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (VIENNA VA)
DC
05/04/1999 - 05/04/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WASHINGTON DC)
BOTH
Issued 08/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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