Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Kite is a financial advisor with over 30 years of experience in the industry. Howard Kite is currently registered with Forum Financial Management, LP in Illinois. Howard Kite is also registered as an Investment Advisor Representative in Illinois. Howard Kite has been a financial advisor since 1981 and has worked for several firms including PURSHE KAPLAN STERLING INVESTMENTS, GENWORTH FINANCIAL SECURITIES CORPORATION, CAPITAL BROKERAGE CORPORATION, and PHOENIX EQUITY PLANNING CORPORATION. Howard Kite holds the Series 6, 7, 22, 24 and 63 securities licenses. Howard Kite is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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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2
IL
06/11/2009 - Present
Forum Financial Management, LP (LOMBARD IL)
IL
02/28/2011 - 12/31/2020
PURSHE KAPLAN STERLING INVESTMENTS (LOMBARD IL)
IL
05/27/1993 - 03/01/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (LOMBARD IL)
VA
12/20/2006 - 04/08/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
12/23/1981 - 05/17/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 12/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/07/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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