Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aldo? Claim Your ProfileAldo Verrelli is a financial professional with over 45 years of experience in the financial services industry. Aldo has a strong background in various financial products and services. Aldo is currently registered with Equitable Advisors, LLC and has been affiliated with the firm since 2005. Aldo previously worked for MONY Securities Corporation and The Mutual Life Insurance Company of New York. Aldo holds several securities licenses including Series 6, 7, 63, 65 and SIE.
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
NY
01/20/2009 - Present
Equitable Advisors, LLC (MINEOLA NY)
NY
06/28/1977 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/28/1977 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 02/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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