Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyman? Claim Your ProfileLyman Howell is a financial advisor currently registered with Regal Oak Financial, LLC in Chicago, IL. Lyman has been a registered representative since 2005. Lyman specializes in providing financial planning, portfolio management for individuals and publishes periodicals.
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.
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.
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IL
05/03/2016 - Present
Regal OAK Financial, LLC (CHICAGO IL)
IL
10/05/2009 - 10/03/2014
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
IL
06/21/2007 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
12/15/2005 - 05/25/2007
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
BOTH
Issued 12/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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