Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward W. Slutsky is an investment advisor representative with Avantax Advisory Services. Howard has been in the industry for 17 years and holds Series 7, 63, and 65 licenses as well as the SIE designation. Howard has worked at Ameriprise Financial Services, Inc., Hornor, Townsend & Kent, Inc., and LPL Financial Corporation, in addition to Avantax Advisory Services. Howard specializes in providing financial planning, investment management, and pension consulting to individuals, businesses, and pension and profit-sharing plans. Howard is also a CPA and operates his own accounting and tax practice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
09/01/2015 - Present
Avantax Advisory Services (GAHANNA OH)
MN
09/07/2011 - 05/21/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
OH
01/26/2011 - 09/07/2011
HORNOR, TOWNSEND & KENT, INC. (GAHANNA OH)
OH
02/04/2003 - 12/16/2009
LPL FINANCIAL CORPORATION (WESTERVILLE OH)
IA
Issued 08/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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