Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Horn is a financial advisor at Realta Investment Advisors, Inc. located in Wilmington, Delaware. Steven has over 20 years of experience in the financial services industry. Steven has worked with clients from all walks of life, including high-net-worth individuals, businesses, and retirement plans. Steven is dedicated to providing his clients with personalized financial advice and services that meet their individual needs. Steven holds a Series 63, Series 66, Series 7 and Series 24 licenses. Steven is also a Registered Investment Advisor (RIA).
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.
1
2
DE
11/10/2021 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
NY
11/30/2020 - 10/14/2022
COASTAL EQUITIES, INC. (NEW YORK NY)
NY
02/22/2016 - 12/07/2020
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/17/2012 - 02/26/2016
SANTANDER SECURITIES LLC (GREAT NECK NY)
NY
11/09/2011 - 12/17/2012
METLIFE SECURITIES INC. (ROSLYN NY)
NY
03/17/2010 - 07/20/2010
RNR SECURITIES, L.L.C. (EAST MEADOW NY)
NY
05/01/2009 - 12/23/2009
H.D. VEST INVESTMENT SERVICES (GARDEN CITY NY)
NY
06/02/1998 - 10/02/1998
WHITEHALL WELLINGTON INVESTMENTS, INC. (PORT WASHINGTON NY)
NY
04/07/1998 - 06/04/1998
HD BROUS & CO., INC. (GREAT NECK NY)
NA
01/26/1998 - 04/20/1998
AIBC INVESTMENT SERVICES CORPORATION
NY
01/01/1998 - 01/22/1998
FOSTER JEFFRIES SECURITIES, LLC (WESTBURY NY)
NY
09/04/1997 - 12/09/1997
GAINES, BERLAND INC. (BETHPAGE NY)
NY
05/13/1997 - 09/11/1997
ALEX MOORE & COMPANY, INC. (MELVILLE NY)
NY
07/18/1996 - 05/09/1997
FIRST CAMBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
07/27/1995 - 07/17/1996
FIRST UNITED EQUITIES CORPORATION (NEW YORK NY)
NJ
04/10/1995 - 07/31/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BOTH
Issued 05/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Steven Horn is the right advisor for you? Invested Better is here to help.
