Unclaimed
Ben Kissee is a financial advisor with Equitable Advisors, LLC. Ben has been in the industry since 2014 and is registered in Florida, Illinois, Michigan, California, Georgia, North Dakota, Ohio and Texas. Ben has also passed the Series 63, 65, 7 and SIE exams. Ben is a licensed agent and a registered representative. Ben is also a member of the Isabella County Sportsman's Club. Ben specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
MI
10/06/2014 - Present
Equitable Advisors, LLC (SAGINAW MI)
BC
Issued 09/05/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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