Invested Better
Unclaimed

Unclaimed

Unclaimed

Amie beth Cabral

Equitable Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amie beth? Claim Your Profile

About Amie beth Cabral

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.

Firm Information

Amie beth Cabral is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amie beth Cabral’s Registration & Firm History

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)

Not sure if Amie beth Cabral is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amie beth Cabral.
Not sure if Amie beth Cabral is right for you?