Andrew Horowitz - Morgan Stanley Smith Barney Financial Advisor

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Welcome Associations Education Honors Services Experience

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations

Financial Planning Association
Valencia Industrial Association
National Association of Insurance and Financial Advisors
Junior Achievement
Cousteau Society
National Geographic Society
Israel Humanitarian Foundation
SCV Symphony-Past Founding Board Member
International Family Film Foundation-Past Board Member

Services

Alternative Investments
Asset Management
Business Planning
Business Succession Planning
Cash Management
Commodities
Corporate Cash Management
Corporate Trust Services
Defined Contribution Plans
Endowments and Foundations
Estate Planning
Executive Financial Services
Family Consulting
Financial Planning
Foreign Exchange
Institutional Services
Insurance Services
Lending Services
Mergers and Acquisitions
Philanthropic Services
Planning for Special Needs Individuals
Precious Metals
Private Banking
Qualified Retirement Plans
Retirement Planning
Stock Option Plans
Structured Products
Trust Services and Accounting
Wealth Management

Education and Licensing

Pierce College, Woodland Hills, CA 1987-1988
Institute of Philanthropy
NASD/FINRA Registered Investments advisory associate
NASD/FINRA General securities Series 24 Registered Principal
NASD/FINRA General Securities Series 7 Registered representative
NASD/FINRA California State Securities Series 63 Registered representative
NFA National futures exchange series 31 registered representative
State of California Insurance license for Life, Health, Disability
State of California Insurance license for Long Term Care
State of California Insurance for variable contracts

Honors and Recognition

Certified Philanthropic Developer
CPhD recipient Church Hills, VA 1996-1997

Business Experience

2006 - 2007: Wealth and Leisure Talk Radio Show
Host/Talk Radio based on personal financial planning and both leisure and non profit activities in our local community
1997 - 2011: The Estate Management Group, Inc- Valencia, CA
Founder, Financial Planning & Wealth Management
1996 - 1997: Acacia Group
Financial Planning & Wealth Management
1995 - 1996: Smith Culver Investments- Beverly Hills, CA
Tax Free Municipal Bonds, Trading
1985 - 1997: Seven Seas Industries, Inc- Simi Valley, CA
Founder/Family owned business, manufacturing and distribution business
1983 - 1985: Andy's Bottom Service- Marina Del Rey, CA
Complete Boat matience

Bulletin Board

See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
Please see Newsletters & Brochures on the left for a copy of our latest Newsletter.

Andrew Horowitz is licensed in the following state(s): AK, AZ, CA, CO, FL, ID, IL, IN, MI, NC, NJ, NV, NY, OH, OR, SC, TN, TX, UT, VA, WA

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .