Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Steven Meyerson is a financial advisor with over 40 years of experience in the industry. Howard has worked with several well-known firms including A.G. Edwards & Sons, Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Howard is registered with LPL Financial LLC. Howard has expertise in financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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
CA
12/07/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/02/2007 - 12/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLENDALE CA)
CA
11/27/2002 - 10/04/2007
A. G. EDWARDS & SONS, INC. (PASADENA CA)
NJ
08/28/1998 - 12/18/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
05/22/1992 - 09/21/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NJ
02/09/1987 - 06/03/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/31/1984 - 03/02/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/08/1983 - 09/28/1984
A.G. BECKER PARIBAS INCORPORATED
NA
08/22/1980 - 09/19/1983
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BOTH
Issued 01/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Howard Meyerson is the right advisor for you? Invested Better is here to help.
