Unclaimed
Andrew Horowitz is a financial advisor registered with Ameriprise Financial Services, LLC and has been in the industry since June 14, 1994. Andrew is a Series 6, 7, and 63 licensed representative and a Series 65 licensed investment advisor. Andrew specializes in financial planning, portfolio management, and asset allocation services for individuals, corporations, trusts, estates, insurance companies, and pension and profit-sharing plans. Andrew holds a board of director position with Horowitz and is also involved with Certainty of the Uncertainty, LLC, Tesla, and Dandelion Energy.
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.
Asset allocation services
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.
1
2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
MN
01/04/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/24/1984 - 08/13/1984
NORBAY SECURITIES INC.
IA
Issued 03/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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