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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R. jason? Claim Your ProfileR. jason Horwitz is a financial advisor with over 20 years of experience in the industry. R. jason Horwitz is a Certified Financial Planner and is currently registered as a Registered Representative and Investment Advisor Representative with Integrated Wealth Concepts LLC. R. jason Horwitz has experience with a variety of financial products and services, including financial planning, investment management, and insurance. R. jason Horwitz specializes in working with high-net-worth individuals, families, and businesses. R. jason Horwitz is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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2
MA
10/04/2016 - Present
Integrated Wealth Concepts LLC (Rockland MA)
MA
03/13/2009 - 10/10/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (HINGHAM MA)
MA
11/14/2000 - 03/17/2009
AMERIPRISE FINANCIAL SERVICES, INC. (QUINCY MA)
MN
11/14/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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