Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Beatty Howard is a financial advisor with Raymond James & Associates, Inc.. Matthew has been in the financial industry for over 7 years and has experience working with a wide range of clients, including individuals, businesses, and institutions. Matthew has a strong track record of helping clients achieve their financial goals and is committed to providing personalized advice and guidance. Matthew holds the Series 7, Series 63, and Series 66 securities licenses. Matthew also holds the Certified Financial Planner designation. Matthew is passionate about helping clients achieve their financial goals. Matthew is committed to providing clients with the highest level of service and is dedicated to building long-term relationships.
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.
Please see note in schedule d - miscellaneous
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
FL
08/14/2023 - Present
Raymond James & Associates, Inc. (Naples FL)
CO
11/23/2018 - 02/18/2022
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
CO
02/25/2016 - 01/05/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 05/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Howard is the right advisor for you? Invested Better is here to help.
