Kristen HorvathCRD Number: 6015826
Current Firm: Advice And Planning Services
Kristen Horvath (CRD# 6015826) is an Investment Advisor Representative working at Advice And Planning Services in Southfield, MI and has over 5 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Tiaa||Southfield, MI||Jul 2014 - Current||2|
|Tiaa-cref Individual & Institutional Services, LLC||Southfield, MI||Jul 2014 - Current||2|
|J.p. Morgan Securities LLC||Brownstown Twp, MI||Oct 2012 - Jul 2014||1|
|Jpmorgan Chase Bank||Trenton, MI||Mar 2011 - Jul 2014||3|
|Chase Investment Services Corp||Trenton, MI||Jan 2012 - Oct 2012||< 1|
|Bebe||Novi, MI||Jun 2010 - Mar 2011||< 1|
|Aldo Accessories||Novi, MI||Jul 2009 - Jun 2010||< 1|
|Central Michigan University||Mount Pleasant, MI||May 2009 - Jul 2009||< 1|
|Express||Taylor, MI||May 2008 - May 2009||1|
|New York & Company||Dearborn, MI||Nov 2007 - Jul 2008||< 1|
|Central Michigan University||Mount Pleasant, MI||Aug 2007 - Dec 2007||< 1|
|Mallie's Sports Bar||Southgate, MI||Jun 2007 - Aug 2007||< 1|
|Central Michigan University||Mount Pleasant, MI||Aug 2006 - Jun 2007||< 1|
|Somata SPA||Riverview, MI||Nov 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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