Unclaimed
Amie beth Cabral is an active investment advisor representative with Equitable Advisors, LLC. Amie beth has been in the industry since 2012 and holds Series 63, Series 7, and Series 65 licenses. Amie beth has previously been registered with John Hancock Distributors LLC, Signator Investors, Inc., NYLIFE Distributors LLC, and Morgan Stanley. Amie beth is specialized in providing financial planning, pension consulting, and educational seminars, as well as portfolio management services for businesses and individuals. Amie beth is based in Hingham, Massachusetts.
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.
1
2
MA
12/21/2021 - Present
Equitable Advisors, LLC (HINGHAM MA)
MA
11/02/2017 - 05/20/2021
JOHN HANCOCK DISTRIBUTORS LLC (Westwood MA)
MA
04/14/2015 - 06/17/2016
SIGNATOR INVESTORS, INC. (WESTWOOD MA)
MA
03/04/2015 - 04/15/2015
NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)
MA
02/22/2012 - 02/10/2014
MORGAN STANLEY (WELLESLEY MA)
IA
Issued 12/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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