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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mari? Claim Your ProfileMari Elizabeth Howell is a financial advisor registered with Wells Fargo Clearing Services, LLC. Mari Howell has been in the financial services industry since 2000. Mari Elizabeth Howell has passed the Series 6, 7, 63, and 66 exams, and the SIE exam. Mari Howell has previous registrations with Chase Investment Services Corp., WAMU Investments, Inc., KMS Financial Services, Inc. and U.S. Bancorp Investments, Inc.. Mari Howell is located in Battle Ground, Washington, and also has a branch office in Vancouver, Washington. Mari Howell works with high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, investment companies, banking or thrift institutions, and other clients.
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.
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.
Investment consulting services to institutional clients
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
WA
12/21/2012 - Present
Wells Fargo Clearing Services, LLC (BATTLE GROUND WA)
OR
05/02/2009 - 04/13/2011
CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)
OR
04/01/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (PORTLAND OR)
WA
08/29/2000 - 12/31/2004
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MN
03/24/2000 - 07/17/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 05/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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