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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Horace? Claim Your ProfileHorace Seely-brown is an investment advisor representative with World Investment Advisors, LLC, based in North Barrington, IL. Horace has been in the financial industry since February 9, 1998. He holds the Series 4, 6, 7, 24, 63 and 65 licenses. Horace is also a Registered Investment Advisor and has held registrations in several states. Horace has over 20 years of experience in the financial industry and is committed to providing clients with the highest level of service and expertise. Horace is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services.
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
IL
10/20/2023 - Present
World Investment Advisors, LLC (North Barrington IL)
IL
02/12/2013 - 06/06/2024
OSAIC WEALTH, INC. (N BARRINGTON IL)
IL
01/02/2002 - 12/02/2011
WUNDERLICH SECURITIES, INC. (CHICAGO IL)
TN
08/09/2000 - 12/31/2001
MFM ASSET MANAGEMENT, L.LC. (MEMPHIS TN)
MO
12/07/1998 - 04/09/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IL
01/23/1998 - 11/19/1998
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 03/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2003
Series 4 - Registered Options Principal Examination
BC
Issued 08/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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