Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward William Vari is a financial advisor with over 40 years of experience in the financial services industry. Vari currently works for LPL Financial LLC, and has also worked for firms such as WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WACHOVIA SECURITIES, LLC. Vari is registered as a Broker-Dealer in 22 states and as an Investment Advisor Representative in Ohio and Texas.
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
OH
06/20/2019 - Present
LPL Financial LLC (POLAND OH)
OH
05/12/2006 - 06/10/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (POLAND OH)
OH
10/01/1999 - 05/12/2006
WACHOVIA SECURITIES, LLC (CANFIELD OH)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
05/18/1981 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 04/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/26/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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