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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 Stanley Furman is a financial advisor with Raymond James & Associates, Inc. based in Wellesley, MA. Howard has been in the industry since 1986 and has a broad range of experience in financial services. He is registered to offer securities and investment advisory services in several states. Before joining Raymond James & Associates, Inc., Howard worked for firms such as Morgan Keegan & Company, Inc., Cantor Fitzgerald & Co., First Albany Capital Inc., Jefferies & Company, Inc., McDonald & Company Securities, Inc., Thomson McKinnon Securities Inc., Dean Witter Reynolds Inc., and Donaldson, Lufkin & Jenrette Securities Corporation.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
09/24/2012 - Present
Raymond James & Associates, Inc. (WELLESLEY MA)
MA
08/22/2007 - 03/13/2013
MORGAN KEEGAN & COMPANY, INC. (WELLESLEY MA)
MA
08/01/2006 - 08/20/2007
CANTOR FITZGERALD & CO. (BOSTON MA)
MA
11/15/2005 - 06/08/2006
FIRST ALBANY CAPITAL INC. (WELLESLEY MA)
NY
07/01/2005 - 11/18/2005
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
09/04/1990 - 07/06/2005
FIRST ALBANY CAPITAL INC. (NEW YORK NY)
OH
11/06/1989 - 08/29/1990
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NY
07/12/1988 - 08/03/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
12/08/1986 - 08/09/1988
DEAN WITTER REYNOLDS INC.
NA
10/22/1985 - 03/05/1987
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BC
Issued 10/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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