Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Declan? Claim Your ProfileDeclan Christopher Horan is a financial advisor registered with UBS Financial Services Inc. Declan has been in the industry since March 2023. Declan is registered as a Registered Representative (RA) in North Carolina and has passed the Series 66, Series 7TO, and SIE exams. Declan is licensed to offer securities products and services in all 50 states and the District of Columbia. Declan is a financial advisor with UBS Financial Services Inc. UBS Financial Services Inc. offers a wide range of financial products and services, including investment management, financial planning, and retirement planning. Declan can provide you with advice on a variety of financial matters, including: - Retirement planning - Investment management - College savings - Estate planning - Insurance - Tax planning
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
04/24/2023 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
BOTH
Issued 04/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Declan Horan is the right advisor for you? Invested Better is here to help.
