Unclaimed
Mark Brian Horevitz is a financial professional with over 30 years of experience in the securities industry. Mark is currently registered with GWN Securities Inc. and has a wide range of experience in investment products and services. Mark has held previous positions with several other firms including Newbridge Securities Corporation, Waterstone Financial Group, Inc., Oak Brook Securities Corp. and Capital Financial Services, Inc. Mark has a strong track record of providing investment advice and guidance to individual clients.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
02/09/2015 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
05/10/2005 - 02/03/2015
NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)
MA
01/02/2002 - 05/17/2005
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
06/22/1990 - 12/31/2001
OAK BROOK SECURITIES CORP. (OAKBROOK TERRACE IL)
ND
04/03/1989 - 06/21/1990
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
NA
06/22/1988 - 04/21/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NY
06/02/1987 - 07/16/1988
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
03/30/1988 - 06/04/1988
PRIORITY SECURITIES, INC.
NA
03/20/1985 - 04/21/1987
PRUCO SECURITIES CORPORATION
BC
Issued 02/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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