Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Douglas Howles is a financial advisor at Modern Wealth Management, LLC. Stephen has over 10 years of experience in the financial services industry and is a Certified Financial Planner. Stephen has a broad range of experience, including financial planning, investment management, and insurance. Stephen is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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2
KS
05/06/2024 - Present
Modern Wealth Management, LLC (LENEXA KS)
NY
09/18/2018 - 03/13/2024
LPL FINANCIAL LLC (ROCHESTER NY)
NY
09/03/2014 - 09/19/2018
CADARET, GRANT & CO., INC. (ROCHESTER NY)
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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