Howard Slater Email & Phone Number
Financial Planner at SEIA (formerly Cedar Brook Group) @ Signature Estate & Investment Advisors, LLC
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Howard Slater Location
- Cleveland, OH, US
Howard Slater Work
- 2024 -now Financial Planner at SEIA (formerly Cedar Brook Group) @
- 2005 -now Financial Advisor @
- 1994 -2005 Financial Planner @
- 1983 -1994 Photographic Technologist and Mission Imaging Manager @ NASA Glenn (Lewis) Research Center
Howard Slater Education
- The American College
CLU, ChFC, MSFS (Financial Planning)
1995-2011 - Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA) (Operations Management and Supervision)
1987-1992 - Rochester Institute of Technology
Imaging and Photographic Technology (Imaging and Business)
1981-1986
Howard Slater Skills
- Strategic Financial Planning
- Financial Advisory
- Insurance
- Retirement Planning
- Retirement
- Investments
- Securities
- 401k
- Portfolio Management
- Financial Services
- Investment Advisory
- Wealth Management Services
- Estate Planning
- Wealth Management
- Financial Planners
- Life Insurance
- Fixed Annuities
- Series 7
- Wealth
- Investment Strategies
- Mutual Funds
- Asset Allocation
- Series 63
- Finance
- Investment Management
- IRAs
- 401k Rollovers
- FINRA
- Alternative Investments
- Asset Management
- Retirement Plan Consulting
- Financial literacy
- Series 65
- Personal Finance
- Financial Planning
- Trading
Howard Slater Summary
- Howard Slater, based in Cleveland, OH, US, is currently a Financial Planner at SEIA (formerly Cedar Brook Group) at Signature Estate & Investment Advisors, LLC. Howard Slater brings experience from previous roles at Signature Estate Investment Advisors LLC, Cleveland Financial Group and NASA Glenn (Lewis) Research Center. Howard Slater holds a 1995 - 2011 CLU, ChFC, MSFS in Financial Planning @ The American College. With a robust skill set that includes Strategic Financial Planning, Financial Advisory, Insurance, Retirement Planning, Retirement and more. Howard Slater has 2 emails and 1 mobile phone numbers on RocketReach.
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