Unclaimed
Brent Edward Williams is a financial advisor at Equitable Advisors, LLC, a financial services firm with offices in New York, New York. Brent has been in the financial services industry since 2002. Brent is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and holds several licenses and certifications. Brent is currently registered in 14 states as an investment advisor representative. Brent is also a registered representative in 16 states, and holds Series 7, 66, and SIE licenses. Brent provides financial planning services for individuals, families, and businesses. Brent's practice focuses on helping clients achieve their financial goals, including retirement planning, investment management, and college savings.
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
WA
09/09/2024 - Present
Equitable Advisors, LLC (BELLEVUE WA)
BOTH
Issued 04/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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