Unclaimed
David Kahal is a financial professional who has been active in the industry since 1991. David is currently registered with Equitable Advisors, LLC in Connecticut and New York. Before joining Equitable Advisors, LLC, David worked for a number of other firms, including AXA Distributors, LLC, P.J. Robb Variable Corporation, The Leaders Group, Inc., Royal Alliance Associates, Inc., and EQ Financial Consultants, Inc. David holds a variety of licenses and certifications, including Series 7, Series 24, Series 63, Series 65, and Series 99TO. David has extensive experience providing financial advice to individuals and businesses. David specializes in financial planning, pension consulting, educational seminars, and portfolio management. David is committed to providing his clients with the highest level of service and expertise.
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
05/18/2021 - Present
Equitable Advisors, LLC (NEW YORK NY)
NC
07/10/2007 - 05/12/2010
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
TN
07/09/2004 - 07/03/2007
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CO
02/06/2003 - 02/10/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
07/01/1999 - 01/16/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
AZ
01/25/1999 - 07/13/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
08/28/1990 - 02/08/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/28/1990 - 02/08/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2001
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 08/25/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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