Robert Horwitz (CRD# 7765887) is an Investment Advisor Representative working at Childfree Wealth in Portland, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Childfree Wealth | Mount Juliet, TN | Nov 2023 - Current | < 1 |
| Protected Investors Of America | Portland, OR | Jul 2023 - Nov 2023 | < 1 |
| Money Quotient | Portland, OR | Apr 2016 - Jun 2023 | 7 |
| Portland Pedal Power | Portland, OR | Sep 2015 - Apr 2016 | < 1 |
| Planned Parenthood | Buffalo, NE | Aug 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- OR
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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