Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Ray Horn is a financial advisor currently registered with Raymond James & Associates, Inc.. Willie Ray Horn has been working in the financial services industry since 1985 and has worked with Morgan Keegan & Company, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Willie Ray Horn has registrations in Alabama, Florida, Texas, and other states. Willie Ray Horn's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting. Willie Ray Horn currently works out of the Montgomery, Alabama branch office.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AL
02/13/2023 - Present
Raymond James & Associates, Inc. (MONTGOMERY AL)
AL
11/21/1991 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MONTGOMERY AL)
NY
05/23/1985 - 11/06/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/11/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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