Unclaimed
Steven George Horowitz is a financial advisor with Equitable Advisors, LLC. Steven has been in the financial services industry since 1978 and has extensive experience in providing financial planning, portfolio management, and investment services to clients. Steven is registered with FINRA and holds Series 1, Series 6TO, Series 22TO, and SIE licenses. Steven is also registered with the state of California.
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.
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
CA
06/01/2005 - Present
Equitable Advisors, LLC (SAN FRANCISCO CA)
NY
03/22/1978 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
03/22/1978 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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