Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Joe Howard is a financial advisor registered with Osaic Wealth, Inc. Willie Joe Howard has been in the financial services industry since 1996. Willie Joe Howard is registered in 14 states. Willie Joe Howard is licensed to provide financial advice and sell insurance products. Willie Joe Howard is a past president of the Fred Douglass Community Development Corporation and the Fred Douglass Alumni Association. Willie Joe Howard is also a past president of the Christian Entrepreneurial Organization (CEO) of Windsor Village United Methodist Church. Willie Joe Howard also owns and operates an insurance agency.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (RICHMOND TX)
TX
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (RICHMOND TX)
TX
06/10/2011 - 07/17/2020
INVESTACORP, INC. (RICHMOND TX)
TX
08/14/1996 - 05/04/2011
EDWARD JONES (HOUSTON TX)
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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