Unclaimed
Andrew Horowitz is a financial advisor with over 20 years of experience in the industry. Andrew has a strong background in financial planning and investment management, and is committed to providing personalized advice and services to help clients achieve their financial goals. Andrew is currently registered with Osaic Wealth, Inc., a financial services firm headquartered in Scottsdale, Arizona. Andrew is also a registered representative with the firm in Maryland and Texas. In the past, Andrew has worked with several other financial institutions including The Lincoln National Life Insurance Company, M&T Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Andrew holds several industry designations, including Certified Financial Planner. Andrew is also licensed to sell insurance products, including disability, long-term care, traditional life insurance, and fixed annuities.
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.
1
2
MD
01/24/2025 - Present
Osaic Wealth, Inc. (HUNT VALLEY MD)
MD
12/19/2005 - 04/20/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (LUTHERVILLE MD)
MD
05/20/2003 - 12/15/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MA
01/23/2002 - 04/16/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/23/2002 - 04/16/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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