Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allan Howerter is an active broker and investment advisor representative with Osaic Wealth, Inc. He has been in the financial services industry since 1992 and is licensed to provide investment advice in many states including Florida, New Jersey, New York, North Carolina, and Texas. Robert holds the Series 6, 7, 63, and 66 securities licenses. Robert Allan Howerter is also the owner of Quest Select Wealth Partners, Inc., a business that provides employee benefits and advisor for SAA, an advisory business. He is a partner in Select Wealth Partners and president of Select Tax & Accounting Team DBA STAT, a corporation that provides tax and accounting services.
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.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (MIDDLETOWN NY)
NY
10/20/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MIDDLETOWN NY)
NY
01/20/2010 - 10/27/2017
NATIONAL PLANNING CORPORATION (GOSHEN NY)
NY
06/03/2004 - 01/26/2010
SECURIAN FINANCIAL SERVICES, INC. (MIDDLETOWN NY)
CT
03/26/1992 - 06/16/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
03/26/1992 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BOTH
Issued 02/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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