Unclaimed
Howard Titen is a financial advisor with over 40 years of experience in the industry. Howard is currently registered with Cetera Investment Advisers LLC. Howard specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Howard has previously held positions with First Allied Securities, Inc., First Montauk Securities Corp., J.B. Hanauer & Co., J.J.B. Hilliard, W.L. Lyons, Inc., Atlantic Group Securities, Inc., Rickel & Associates, Inc., York Securities, Inc., and Tradex Brokerage Service, Inc. Howard also owns and operates HBK Associates, a non-CPA accounting and/or tax preparation firm.
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.
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.
1
2
NJ
11/12/2020 - Present
Cetera Investment Advisers LLC (EATONTOWN NJ)
NJ
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EATONTOWN NJ)
NJ
09/27/2006 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
09/17/2002 - 10/03/2006
J. B. HANAUER & CO. (PARSIPPANY NJ)
KY
12/08/1999 - 09/18/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NJ
09/02/1997 - 12/10/1999
ATLANTIC GROUP SECURITIES, INC. (MILLBURN NJ)
NY
05/24/1991 - 08/29/1997
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NA
09/08/1986 - 05/10/1991
YORK SECURITIES, INC.
NY
04/22/1982 - 05/10/1991
YORK SECURITIES, INC. (NEW YORK NY)
NA
06/05/1985 - 07/25/1986
TRADEX BROKERAGE SERVICE, INC.
IA
Issued 09/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1982
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/23/1982
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/21/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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