Marc Horowitz (CRD# 6337285) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 8 years of experience in the finance industry.
CRD# 6237585
Edward Jones
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 2629855
Investment Management & Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Feb 2023 - Current | 1 |
| National Life Group | Bronx, NY | Feb 2023 - Current | 1 |
| Pruco Securities, LLC | White Plains, NY | May 2018 - Jan 2023 | 4 |
| Prudential Insurance Company Of America | White Plains, NY | May 2018 - Jan 2023 | 4 |
| Allstate Insurance Co | White Plains, NY | Aug 2016 - May 2018 | 1 |
| Nylife Securities LLC | New York, NY | Jan 2016 - Aug 2016 | < 1 |
| New York Life Insurance Company | New York, NY | May 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
- NY
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Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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