Howard Jay Sheckman

Current Employers

Employment History

• 05/2012 → 03/2018
  Samson Wealth Mgmt Grp Of Wfa
  Fort Washington, PA
• 03/2018 → 05/2022
  Raymond James Financial Services, Inc.
  Conshohocken, PA
• 03/2018 → 06/2019
  Raymond James Financial Services Advisors Inc.
  Conshohocken, PA
• 06/2019 → Present
  Steward Partners Global Advisory, Llc
  Conshohocken, PA
• 06/2019 → Present
  Steward Partners Investment Advisory, Llc
  Conshohocken, PA
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Conshohocken, PA

Previous Registrations

• 2018-03-02 → 2020-06-26
  Raymond James Financial Services Advisors, Inc
  Conshohocken, PA
  Plymouth Meeting, PA
  Plymouth Meeting, PA
• 2016-09-08 → 2018-03-05
  Wells Fargo Advisors Financial Network, Llc
  Fort Washington, PA

Other Businesses

1) Steward Partners Global Advisory. Address: Conshohocken, PA Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 06/21/2019 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: Install insurance products listed. 2) Morris Capital Management Group. Address: Conshohocken, PA Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 06/21/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: FA. 3)Name of Business : Steward Partners Investment Advisory LLC Address: Plymouth Meeting, PA Nature of the Business: Independent RIA Position/Title: Independent RIA Investment Related:Yes Start Date: 06/21/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-17
• S63 Uniform Securities Agent State Law Examination
  1998-08-05