Unclaimed
Justin Howard is a financial advisor with over 20 years of experience in the industry. Justin is a Certified Financial Planner™ professional and has been registered with the state of Connecticut since 2018. He is currently associated with Howard Wealth Management, LLC. Previously Justin was associated with APW Capital, Inc., United Securities Alliance, Inc., Walnut Street Securities, Inc., Hartford Equity Sales Company Inc., and Lockwood Financial Services, Inc. Justin is licensed to provide investment advice in Connecticut.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation, advisory consulting, family office & wealth planning
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.
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CT
11/05/2018 - Present
Howard Wealth Management, LLC (MADISON CT)
NJ
03/15/2007 - 12/07/2018
APW CAPITAL, INC. (ROCKAWAY NJ)
CT
04/08/2005 - 02/27/2007
UNITED SECURITIES ALLIANCE, INC. (MADISON CT)
CA
05/28/2003 - 04/11/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
03/15/2002 - 04/30/2003
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
05/15/1997 - 07/05/2000
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
BC
Issued 07/25/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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