Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott Howard has been in the securities industry since April 15, 1997. Robert is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with them since January of 2000. Robert is also registered in Georgia, North Carolina and Texas. Previously, Robert was employed by Wachovia Securities, Inc. in Charlotte, North Carolina from April 16, 1997 to February 1, 2000. Robert is a graduate of the University of Georgia and holds a Series 7, Series 63, and Series 65 licenses. Robert's specializations include portfolio management for individuals and businesses, as well as pension consulting. Robert also provides educational seminars to clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
02/24/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAVANNAH GA)
NC
04/16/1997 - 02/01/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 05/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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