Unclaimed
Cionne Janae Beatty is a financial advisor registered with Equitable Advisors, LLC. Cionne has been in the industry since June 28, 2015. Beatty has a combined state law license (Series 66) as well as licenses for General Securities Representative (Series 7), Securities Industry Essentials (SIE), and General Securities Principal (Series 24). Beatty is currently registered with the state of New Jersey. Cionne is associated with the branch office of Equitable Advisors located in New York, New York.
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
NY
02/01/2016 - Present
Equitable Advisors, LLC (NEW YORK NY)
NJ
05/05/2015 - 07/24/2015
PERSHING LLC (JERSEY CITY NJ)
BOTH
Issued 12/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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