Unclaimed
Ali Gumus is a registered investment advisor representative with Equitable Advisors, LLC. Ali has been in the financial services industry for over 3 years. Ali has licenses to conduct business in Georgia, Indiana, Michigan, Pennsylvania, and Texas. Ali is a graduate of DePauw University and has a Series 7, Series 66, and SIE license. Ali is committed to providing clients with personalized financial planning and investment management services.
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
IN
07/22/2024 - Present
Equitable Advisors, LLC (TERRE HAUTE IN)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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