Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trace? Claim Your ProfileTrace Horevitz is a financial professional with experience in both the insurance and securities industries. Trace is registered with GWN Securities Inc. and holds multiple industry licenses, including the Series 7TO and Series 66. Trace is also registered with Florida as an Investment Advisor Representative. Trace has been in the financial industry for several years. Trace's specializations include investment advice, financial planning, and market timing services.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
06/03/2024 - Present
GWN Securities Inc. (Ft Lauderdale FL)
BOTH
Issued 05/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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