Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Horvath is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC and has previously worked at Eaton Vance Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Invesco Distributors, Inc., Principal Funds Distributor, Inc. and FAM Distributors, Inc. Michael holds the Series 7, Series 66 and SIE securities licenses. Michael has experience providing financial planning, portfolio management, and consulting services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
06/10/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MA
03/28/2019 - 05/17/2024
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
TX
08/27/2015 - 04/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
02/16/2011 - 08/04/2015
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
06/24/2009 - 02/08/2011
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NY
12/04/2006 - 06/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/26/2003 - 12/04/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
06/06/2001 - 03/26/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Horvath is the right advisor for you? Invested Better is here to help.
