Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Pulgar-vidal is a financial advisor with Equitable Advisors, LLC. Betty has been in the financial industry since February 1, 2000. Betty has a wide range of experience in the industry, having worked in both New York and Florida. Betty has passed the Series 6, 7, 24, 53, and 66 exams. Betty is currently registered as an Investment Advisor Representative in Florida, a Registered Representative in Florida and New York, and is registered with FINRA. Betty is a member of the Equitable Advisors, LLC team and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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
FL
04/04/2007 - Present
Equitable Advisors, LLC (MIAMI FL)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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