Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Braden? Claim Your ProfileBraden Tate is a financial advisor with Equitable Advisors, LLC. Braden has been in the financial industry since June 2021 and holds a Series 66, Series 7, Series 24 and a SIE license. Braden is registered to provide financial advice in both Illinois and Texas. Braden has worked for several organizations in the past, including Sam's Club, Instacart, BraiZe, Buffalo Wild Wings, Walmart Distribution Center, Papa John's, Duffy's Auto Sales, Rosati's and Ottawa Township High School. Braden is also a graduate of Illinois State University and Illinois Valley Community College. Equitable Advisors is an independent financial services firm that offers financial planning, portfolio management, and other financial services.
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
TX
11/19/2021 - Present
Equitable Advisors, LLC (SAN ANTONIO TX)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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