Howard Shemitz (CRD# 1978266) is an Investment Advisor Representative working at Integrated Asset Management, Inc. in Barnegat, NJ and has over 34 years of experience in the finance industry. Howard Shemitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4232357
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Assets Management, Inc. | East Brunswick, NJ | Sep 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1989 |
- NJ
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$558,518
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NJ
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