Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Howard is a financial advisor at Virtue Capital Management, LLC, with a focus on providing financial planning and portfolio management services to individuals and corporations. William is a CERTIFIED FINANCIAL PLANNER™ professional. William has been in the financial services industry for over 20 years, previously working at CETERA ADVISOR NETWORKS LLC, MML INVESTORS SERVICES, LLC, BB&T INVESTMENT SERVICES, INC., FNB BROKERAGE SERVICES, INC., and SUNTRUST INVESTMENT SERVICES, INC. William holds the Series 6, 7, 24 and 63 licenses, and also holds the Securities Industry Essentials Examination. William is registered to provide investment advisory services in Florida.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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FL
01/25/2019 - Present
Virtue Capital Management, LLC (Fort Lauderdale FL)
FL
02/22/2017 - 01/29/2019
CETERA ADVISOR NETWORKS LLC (FT. LAUDERDALE FL)
FL
11/18/2015 - 03/01/2017
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
07/27/2012 - 10/30/2015
BB&T INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
06/22/2009 - 03/14/2011
FNB BROKERAGE SERVICES, INC. (STUART FL)
FL
08/25/2000 - 06/19/2009
SUNTRUST INVESTMENT SERVICES, INC. (BOCA RATON FL)
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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