Unclaimed
Abram Loper is an investment advisor representative registered with Equitable Advisors, LLC. Abram has been working in the securities industry since 2017. Abram is a licensed investment advisor representative. Abram holds the Series 6, Series 63 and Series 65 licenses, in addition to the SIE exam. Abram is registered with the state of Virginia. Abram offers financial planning, pension consulting, and educational seminars. Abram is also a member of the Lynchburg Morning Rotary and the Horizon Behavioral Health Board.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
03/05/2024 - Present
Equitable Advisors, LLC (LYNCHBURG VA)
VA
06/18/2020 - 09/05/2023
MML INVESTORS SERVICES, LLC (Lynchburg VA)
VA
11/28/2016 - 11/14/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LYNCHBURG VA)
IA
Issued 01/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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