Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Howard has been in the financial services industry since 1999. Steven is a registered representative of Cambridge Investment Research Advisors, Inc. and is licensed in several states. Steven focuses on financial planning, portfolio management, and retirement planning for both individuals and businesses. Steven is committed to providing personalized financial advice and helping clients reach 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (East Longmeadow MA)
NY
09/30/2015 - 10/30/2018
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
03/01/2010 - 10/01/2015
MORGAN STANLEY (NEW YORK NY)
NY
12/07/1998 - 03/01/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 05/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/11/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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