Unclaimed
Michael Horwath is an active investment advisor representative. Michael is currently registered with Diversified, LLC in Delaware and Pennsylvania. Michael's professional experience includes working with Securities Service Network, LLC in Wilmington, DE, SEI Investments Distribution Co. in Oaks, PA, and Signator Investors, Inc. in Limerick, PA. Michael has passed the Series 63, Series 65, Series 6 and SIE examinations. Michael is a Chartered Financial Analyst.
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.
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.
Solicitor fees
1
2
DE
04/29/2024 - Present
Diversified, LLC (WILMINGTON DE)
DE
09/27/2016 - 07/16/2020
SECURITIES SERVICE NETWORK, LLC (WILMINGTON DE)
PA
04/08/2014 - 09/08/2016
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
02/01/2012 - 03/31/2014
SIGNATOR INVESTORS, INC. (LIMERICK PA)
IA
Issued 06/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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