Unclaimed
Junko Horvath is a financial advisor with over 20 years of experience in the industry. Junko is a Certified Financial Planner™ professional who is registered with Cambridge Investment Research Advisors, Inc. Junko provides a wide range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting and more. Junko is dedicated to helping her clients achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
NY
02/19/2021 - Present
Cambridge Investment Research Advisors, Inc. (Brooklyn NY)
GA
01/02/2008 - 03/14/2012
PURSHE KAPLAN STERLING INVESTMENTS (ATLANTA GA)
GA
10/31/2007 - 12/31/2007
SPIRE SECURITIES, LLC (ATLANTA GA)
GA
08/25/2006 - 11/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
01/31/2000 - 08/30/2006
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
WI
12/04/1998 - 01/28/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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