Shellane Howard, financial advisor Honolulu HI

Shellane Howard

CRD Number: 5462729
Current Firm: Raymond James & Associates, Inc.

Shellane Howard (CRD# 5462729) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Honolulu, HI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Honolulu, HI Oct 2018 - Current 5
Ubs Financial Services Inc. Honolulu, HI Sep 2016 - Oct 2018 2
Sportime Bethpage, NY Nov 2011 - Aug 2018 6
Ubs Financial Services Inc. Uniondale, NY Mar 2013 - Sep 2016 3
Long Island University Post Brookville, NY Jun 2009 - Jul 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Shellane M. Howard
Phone Number: 727-567-1000
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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