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.
Cleveland, OH, April 19, 2018 --(PR.com)-- Howard Slater, a certified, independent financial planner, and Principal and Partner of Cedar Brook Group, in Cleveland, Ohio, attended Securities America’s 2018 Masters Forum March 14-17, 2018, at Pelican Hill in Newport Beach, California. Slater attended multiple professional development sessions throughout this four-day event, gaining valuable knowledge on the latest industry trends while exchanging insights on issues of importance to his clients with other advisors. The Masters Forum is an annual event Securities America offers exclusively to its top advisors to recognize their achievements.
Slater is a Registered Representative of 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: Certified Financial Planner (CFP®), the Chartered Life Underwriter (CLU) designation, and a Chartered Financial Consultant (ChFC®) certification, as well has completed his Master of Science in Financial Services sponsored by the American College.
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 at multiple 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, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor and Cedar Brook Financial Partners, LLC, a SEC Registered Investment Advisor. Cedar Brook and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.
About Securities America
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA), is one of the nation’s largest independent advisory and brokerage firms with more than 2,500 independent advisors and $92 billion in client assets. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors. Securities America and Ladenburg Thalmann Financial Services, Inc. are separate entities from all other entities named.
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.
Slater is a Registered Representative of 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: Certified Financial Planner (CFP®), the Chartered Life Underwriter (CLU) designation, and a Chartered Financial Consultant (ChFC®) certification, as well has completed his Master of Science in Financial Services sponsored by the American College.
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 at multiple 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, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor and Cedar Brook Financial Partners, LLC, a SEC Registered Investment Advisor. Cedar Brook and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.
About Securities America
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA), is one of the nation’s largest independent advisory and brokerage firms with more than 2,500 independent advisors and $92 billion in client assets. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors. Securities America and Ladenburg Thalmann Financial Services, Inc. are separate entities from all other entities named.
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.
Contact
Cedar Brook Financial Partners LLC
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Contact
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