Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naftoli? Claim Your ProfileNaftoli Horowitz is a financial advisor with Morgan Stanley, located in Garden City, NY. Naftoli is also registered as an Investment Advisor Representative in Texas and New York. Naftoli has been in the financial services industry since 2004. Prior to joining Morgan Stanley, Naftoli has held positions with J.P. Morgan Securities LLC and Sanford C. Bernstein & Co., LLC. Naftoli has a combined 19 years of experience in the financial services industry.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/04/2022 - Present
Morgan Stanley (Garden City NY)
NY
02/04/2015 - 03/05/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
01/01/2005 - 02/09/2015
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
09/11/2000 - 02/26/2001
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
BOTH
Issued 01/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2004
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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