Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Al? Claim Your ProfileAl Lovelace is a financial professional with over 30 years of experience in the industry. Al is currently registered with Equitable Advisors, LLC and has been with the firm since December 2016. Prior to that, Al worked with AXA Advisors, LLC, LPL Financial Corporation, Securities America, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Al specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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
NC
12/27/2016 - Present
Equitable Advisors, LLC (FOREST CITY NC)
NC
10/02/2008 - 12/27/2016
AXA ADVISORS, LLC (RUTHERFORDTON NC)
NC
12/05/2006 - 10/06/2008
LPL FINANCIAL CORPORATION (RUTHERFORDTON NC)
NC
05/05/2003 - 12/07/2006
SECURITIES AMERICA, INC. (RUTHERFORDTON NC)
MA
09/30/1993 - 05/06/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/30/1993 - 05/06/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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