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Howard Slater, Principal and Partner of Cedar Brook Group, Attends Invitation-Only Masters Forum
Cleveland-based financial advisor studies industry trends with other top wealth managers in the U.S.
By: Cedar Brook Group
Slater is a Registered Representativeof Securities America, Inc. and has been with the broker-dealer for more than 13 years. Since joining Securities America, Slater and his staff at Cedar Brook Group often attend Securities America conferences to stay abreast of issues of importance to their clients.
"I've been committed to taking part in training opportunities and professional development conferences throughout my career. They educate me about trends in the industry, and provide me with tangible solutions to better meet our clients' needs," Slater said.
Slater began his financial services career in 1994 with Cleveland Financial Group and holds FINRA (NASD) Series 7, 9, 10 and 63 securities licenses, as well as insurance licenses for Life, Disability and Long Term Care. He currently holds the following designations:
Slater formally served as FINRA (NASD) panel arbitrator, as well as on Lincoln Financial Advisor's National Planning Committee and Securities America's National Advisory Council. He has also spoken atmultiple national planning conferences and public planning forums. He has also been active in the Greater Cleveland community as a leader and volunteer for many religious and educational organizations. Slater has been Principal and Partner at Cedar Brook Group since 2005.
About Cedar Brook Group
Headquartered in Cleveland, OH, with offices in Palm Beach Gardens, FL, West Bloomfield, MI, and Strongsville, OH. Cedar Brook Group is one of the largest independent wealth management firms in Northeast, OH, according to Crain's Cleveland Business 2017. And in March 2018, has been recognized by Investment News as one of the 50 Best Places to Work for Financial Advisors across the nation. Cedar Brook's now sixty-plus professionals deliver customized, personal services including comprehensive wealth strategies (http://cedarbrookfinancial.com/
About Securities America
Securities America (http://www.securitiesamerica.com/)
Securities offered through Securities America Inc., Member FINRA/SIPC. Howard Slater, Registered Representatives. Advisory Services offered through Securities America Advisors, Inc. an SEC Registered Investment Advisor and Cedar Brook Financial Partners, LLC, a SEC Registered Investment Advisor. Howard, Slater, Investment Advisor Representatives. Cedar Brook Group and the Securities America companies are not affiliated.
Page Updated Last on: Apr 17, 2018