Unclaimed
Patrick Howell has been a registered representative for over 18 years. Patrick is currently registered with NYLife Securities LLC and is actively registered as an investment advisor representative. Patrick is experienced in providing financial advice to individuals, corporations, and charitable organizations. Patrick is a Series 7 and Series 66 licensed professional and provides services to individuals, other investment advisors, and corporations.
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.
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.
1
2
VT
03/09/2020 - Present
Nylife Securities LLC (EAST BURKE VT)
CT
03/27/2019 - 02/06/2020
PARK AVENUE SECURITIES LLC (FARMINGTON CT)
MA
05/18/2017 - 03/15/2019
MML INVESTORS SERVICES, LLC (HOLYOKE MA)
MI
04/11/2014 - 08/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
MI
06/12/2009 - 04/17/2014
ROYAL ALLIANCE ASSOCIATES, INC. (BIRMINGHAM MI)
MI
01/06/2009 - 06/12/2009
SIGMA FINANCIAL CORPORATION (BIRMINGHAM MI)
MI
09/08/2006 - 01/06/2009
NATIONAL PLANNING CORPORATION (NOVI MI)
MI
03/19/2004 - 09/15/2006
INVESTORS CAPITAL CORP. (BINGHAM FARMS MI)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Howell is the right advisor for you? Invested Better is here to help.