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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 Cetera Investment Advisers LLC, based in Vienna, VA. Howard has been in the financial industry since 1999 and has a broad range of experience, including investment management for individuals and businesses, financial planning, and pension consulting. He holds multiple licenses and certifications, including the Series 6, 7, 26, 63, and 66, and is a Certified Financial Planner. In addition to working with clients at Cetera, Howard also works as a pro-bono planner for Family Reach, a non-profit organization that provides financial advice to cancer patients. Howard has also worked with Voya Financial Advisors and Bank of America Investment Services, Inc., and has extensive experience serving clients across the United States.
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 8/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 5/3/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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