Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Wacks is a financial advisor who has been working in the industry since 1984. Howard is currently registered with Allstate Financial Advisors, LLC in Florida. Before joining Allstate Financial Advisors, LLC, Howard was an advisor with Ameriprise Financial Services, Inc., MetLife Securities Inc., and several other firms. Howard Wacks holds a variety of licenses and certifications, including Series 7, Series 22, Series 24, Series 39, and Series 63. Howard also has experience in insurance sales and has served as an insurance agent for many years.
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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Third party advisory fees
1
2
FL
07/11/2017 - Present
Allstate Financial Advisors, LLC (Boca Raton FL)
FL
08/08/2014 - 08/13/2016
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
03/08/2005 - 08/15/2014
METLIFE SECURITIES INC. (FT. LAUDERDALE FL)
FL
03/08/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FORT LAUDERDALE FL)
MA
01/18/1993 - 03/22/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AZ
05/19/1992 - 12/31/1992
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/19/1988 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
PA
09/13/1989 - 12/31/1990
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
09/24/1984 - 12/05/1988
WACKS & CO., INC.
NA
06/23/1986 - 04/26/1988
EASTER KRAMER GROUP SECURITIES, INC.
NA
01/25/1984 - 11/16/1984
CVR FINANCIAL CORPORATION OF AMERICA, INC.
NA
01/17/1977 - 12/04/1977
CG EQUITY SALES COMPANY
BC
Issued 09/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1986
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/08/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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