Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Kent Horter is a financial advisor with Horter Investment Management, LLC based in Cincinnati, Ohio. Drew has been in the financial industry since 1982. Drew is also a manager at Tactical Fund Advisors. Drew has passed several industry exams including Series 6, 7, 22, 24, and 62, and is currently registered in Illinois, Ohio, and Texas. Drew's firm specializes in providing financial planning, portfolio management, and educational seminars for individuals, high-net-worth individuals, corporations, other investment advisors, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
OH
01/30/2012 - Present
Horter Investment Management, LLC (CINCINNATI OH)
NY
01/06/2009 - 03/13/2009
CHARLES VISTA LLC (STATEN ISLAND NY)
OH
07/25/1995 - 01/05/2007
ROSS, SINCLAIRE & ASSOCIATES, LLC (CINCINNATI OH)
CA
07/15/1986 - 07/21/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
07/14/1983 - 07/18/1986
CHUBB SECURITIES CORPORATION
NA
06/25/1982 - 07/27/1983
IDS MARKETING CORPORATION
BC
Issued 05/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/05/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/14/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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