Unclaimed
David John Horonzy is a financial advisor with over 30 years of experience in the financial services industry. David has held various positions at several firms, including Janney Montgomery Scott LLC, Raymond James Financial Services, Inc., UBS PaineWebber Inc., Prudential Securities Incorporated, Meyers Securities Corporation, and H.J. Meyers & Co., Inc. Currently, David is registered with Moors & Cabot, Inc., and is licensed to provide investment advice in multiple states. David's expertise includes portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/20/2024 - Present
Moors & Cabot, Inc. (Mertztown PA)
PA
06/27/2006 - 02/29/2024
JANNEY MONTGOMERY SCOTT LLC (ALLENTOWN PA)
PA
04/30/2002 - 06/21/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLANDON PA)
NJ
04/14/1998 - 04/26/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/21/1995 - 02/20/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/07/1994 - 05/12/1995
MEYERS SECURITIES CORPORATION (ROCHESTER NY)
NY
04/05/1995 - 04/27/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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