Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Weinstein is a registered representative with MML Investors Services, LLC. Howard has been in the financial services industry since March 2, 1984. Howard Weinstein is also registered with the state of New York as an investment advisor representative. Prior to joining MML Investors Services, LLC, Howard Weinstein worked for MSI FINANCIAL SERVICES, INC. in Oceanside, NY, Metropolitan Life Insurance Company in New York, NY and Hornor, Townsend & Kent, Inc. in Horsham, PA. Howard Weinstein holds the Series 6, Series 22, Series 63, and SIE licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (New York NY)
NY
06/22/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OCEANSIDE NY)
NY
06/22/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
02/24/1984 - 06/13/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 04/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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