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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agoston? Claim Your ProfileAgoston Horvath is a financial advisor who has been working in the industry since 2008. Agoston is registered with B. Riley Wealth Advisors, Inc. and is licensed to provide investment advice in Texas. Agoston has experience working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Agoston is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
08/03/2017 - Present
B. Riley Wealth Advisors, Inc. (Dallas TX)
TX
07/31/2017 - 07/22/2022
NATIONAL SECURITIES CORPORATION (DALLAS TX)
TX
01/26/2012 - 08/01/2017
WFG INVESTMENTS, INC. (DALLAS TX)
TX
06/16/2008 - 01/25/2012
UBS FINANCIAL SERVICES INC. (ADDISON TX)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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