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Howard S Goldson

Latitude Advisors, LLC

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About Howard S Goldson

Howard Goldson is a financial advisor with over 20 years of experience in the financial services industry. Howard has a diverse background, having worked with firms such as AXA Advisors, LLC, Centaurus Financial, Inc., and Medallion Investment Services, Inc. Howard currently works for Latitude Advisors, LLC and Pinnacle Wealth Strategies, LLC. Howard specializes in providing financial planning, pension consulting and portfolio management services to high-net-worth individuals, corporations, businesses, and pension plans.

Firm Information

Howard Goldson is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Howard Goldson’s Registration & Firm History

FL

03/16/2021 - Present

Latitude Advisors, LLC (VERO BEACH FL)

NY

01/05/2010 - 08/15/2011

SECURITIES SERVICE NETWORK, INC. (WEST COXSACKIE NY)

NY

09/28/2004 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (WEST COXSACKIE NY)

CA

10/18/2002 - 09/29/2004

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

NY

12/08/2000 - 11/18/2002

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/19/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Howard S Goldson.
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