Unclaimed
Andrew Bennett is a financial advisor with Equitable Advisors, LLC in OAK BROOK, Illinois, where Andrew has been with the firm since January 2009. Andrew has been in the financial services industry since August 1988. Andrew is licensed to sell securities in 17 states and has Series 6, 7, 63, and 65 licenses. Andrew is also registered as an investment advisor representative (IAR) in six states. Andrew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Andrew also has outside business activities that include working as a Steward Chairman for First Presbyterian Church of Arlington Heights and serving on the Board of Western Golf Association and Team Rossi.
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
IL
07/31/2000 - Present
Equitable Advisors, LLC (OAK BROOK IL)
NY
08/08/1988 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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