Unclaimed
Vincent Howard is a registered investment advisor representative (IAR) with Gradient Advisors, LLC. Vincent has been in the securities industry for over 30 years, and has been a licensed insurance agent for over two years. Vincent has held previous roles at MassMutual Life Insurance Co and MML Investors Services, LLC. Vincent is a registered investment advisor in North Carolina and offers financial planning, pension consulting, and portfolio management services to individuals and businesses. Vincent is committed to providing his clients with personalized financial advice and guidance, and is dedicated to helping them 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.
Guidance on pension options to ensure a secure financial future.
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.
Referral fees
1
2
NC
03/31/2023 - Present
Gradient Advisors, LLC (Wilmington NC)
NC
08/19/2022 - 02/13/2023
MML INVESTORS SERVICES, LLC (WILMINGTON NC)
BOTH
Issued 09/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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