Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Howley is a financial advisor with over 25 years of experience in the financial services industry. Michael has a strong background in investment management and financial planning. He is a Certified Financial Planner™ and holds Series 7, 9, 10, and 63 licenses. Michael currently works at Hightower Advisors, LLC, where he provides a wide range of financial advisory services to individuals, families, and businesses. Previously, Michael worked at Charles Schwab & Co., Inc., Brown & Company Securities Corporation, and Smith Barney Inc.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NJ
08/17/2023 - Present
Hightower Advisors, LLC (Marlton NJ)
TX
01/09/1998 - 04/15/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
10/31/1995 - 11/26/1997
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NY
04/05/1995 - 07/03/1995
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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