Unclaimed
Brian Christopher Dehoag is a financial advisor registered with Equitable Advisors, LLC. Brian has been in the financial services industry since July 29, 2000. Brian holds licenses to provide financial services in 27 states, including Kentucky, California, Florida, Illinois, New York, Texas, and Washington. Brian is also a Registered Principal with Equitable Advisors. Brian has experience in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
KY
08/25/2021 - Present
Equitable Advisors, LLC (LEXINGTON KY)
KY
01/01/2004 - 03/29/2006
PNC INVESTMENTS (LEXINGTON KY)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
06/26/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NJ
07/20/2000 - 06/15/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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