Unclaimed
Robert Charles Howland is an investment advisor representative associated with Howland And Associates, LLC. Robert has been with Howland And Associates, LLC since October 2006. Robert is registered as an Investment Advisor Representative (IAR) in Florida. Robert obtained his Series 65 license in March of 2021. Robert also obtained his SIE license in May of 2020. Robert has a Certified Financial Planner designation. Robert has a total of 123 accounts with 123 being discretionary accounts. Robert has 123 clients, 77 high net worth individuals, 42 individuals other than high net worth, and 4 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.
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.
A percentage of the total value of assets under management is charged.
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FL
12/22/2021 - Present
Howland AND Associates, LLC (ST PETERSBURG FL)
IA
Issued 03/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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