Howell Posner (CRD# 2210948) is an Investment Advisor Representative working at Awareness Wealth Advisors, Inc. in Braddock Heights, MD and has over 32 years of experience in the finance industry. Howell Posner 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# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 5431528
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Awareness Wealth Advisors | Braddock Heights, MD | Nov 2015 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2015 - Dec 2016 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Nov 2015 | < 1 |
| Morgan Stanley Smith Barney | Mclean, VA | Jun 2009 - Nov 2015 | 6 |
| Citigroup Global Markets Inc. | Mclean, VA | Oct 1994 - Nov 2015 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MD
- VA
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Total Assets Under Management14MILLIONS
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Total Number of Accounts41ACCOUNTS
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Average Account Value$329,461
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, VA
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