Unclaimed
Drake Siwicki is a registered representative at Equitable Advisors, LLC, a leading financial services firm. Drake has extensive experience in the financial services industry, specializing in providing financial guidance to clients. Drake holds the Series 63, 7TO, and SIE licenses, demonstrating a commitment to professional development and expertise. With a focus on building long-term relationships, Drake is dedicated to helping clients achieve their financial goals.
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
MI
05/22/2024 - Present
Equitable Advisors, LLC (KALAMAZOO MI)
BC
Issued 06/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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