Unclaimed
Norena Dahl Howard is a financial advisor with over 12 years of experience in the industry. Howard is currently registered with Wells Fargo Advisors Financial Network, LLC. Howard previously worked at UBS Financial Services Inc. Howard is licensed in 30 states. Howard holds the Series 66, Series 7, and SIE licenses. Howard has a strong background in providing investment consulting services to institutional clients. Howard specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
MD
11/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
CT
03/17/2011 - 11/17/2023
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
BOTH
Issued 04/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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