Unclaimed
Miguel Angel Horvath is an investment advisor representative with Ameriprise Financial Services, LLC. Miguel has been in the securities industry since June 2000 and has a Series 7, Series 66, and SIE license. Miguel is registered to provide investment advice in several states including Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Texas, and Virginia. Miguel has experience working with individuals, trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Miguel also has experience with various advisory services such as asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
02/11/2018 - Present
Ameriprise Financial Services, LLC (MIAMI FL)
MN
02/07/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/16/2000 - 11/20/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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