Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aunika? Claim Your ProfileAunika Allen is a financial advisor with Equitable Advisors, LLC. Aunika is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Aunika is licensed in 51 states and is a registered investment advisor in 5 states. Aunika has been in the financial services industry for more than 2 years and is a licensed Series 7, SIE, and Series 66 representative. Aunika is an experienced financial advisor who offers a range of services to individuals and families, including financial planning, portfolio management, and investment advisory services. Aunika is dedicated to helping her clients achieve their financial goals.
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
NC
10/07/2024 - Present
Equitable Advisors, LLC (SALISBURY NC)
NC
11/02/2021 - 10/25/2023
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 12/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Aunika Allen is the right advisor for you? Invested Better is here to help.
