Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Slater is a financial advisor with over 30 years of experience in the financial services industry. Howard has a wide range of experience in the financial services industry, including working with individuals, families, and businesses. Howard is a registered representative and investment advisor representative with Seia. Howard also holds Series 7, 10, 9, 31, 63, 99TO, and SIE licenses. Howard is committed to providing his clients with personalized financial advice and guidance.
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.
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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2
OH
06/19/2024 - Present
Seia (Cleveland OH)
OH
04/07/2021 - 06/17/2024
CADARET, GRANT & CO., INC. (Cleveland OH)
OH
07/05/2013 - 04/13/2021
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
OH
07/15/2005 - 02/04/2013
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
IN
02/01/1994 - 07/20/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/01/1994 - 07/20/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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