Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cullen? Claim Your ProfileCullen Bynum is a financial advisor with Equitable Advisors, LLC. Cullen has been in the industry since 2007 and holds the Series 6, 26, and 63 securities licenses. Cullen has worked for several firms in the industry, including TIAA-CREF, RCH Securities and LPL Financial. Cullen's current registration is with Equitable Advisors, LLC, where Cullen specializes in providing financial planning, portfolio management, and pension consulting to 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.
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2
NY
03/26/2024 - Present
Equitable Advisors, LLC (SYRACUSE NY)
NC
06/30/2015 - 01/25/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
02/11/2014 - 02/25/2014
RCH SECURITIES (CHARLOTTE NC)
NC
10/13/2011 - 01/11/2013
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
11/05/2004 - 06/07/2011
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 11/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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