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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ezra? Claim Your ProfileEzra Eddie Shammay is an investment advisor representative associated with Equitable Advisors, LLC. Ezra has been in the industry since September 14, 1999 and currently holds registrations in 9 states. Ezra Eddie Shammay is also a registered principal and is authorized to conduct business as a broker-dealer. In addition to the Series 6, 7, 24 and 63 licenses, Ezra Eddie Shammay has also passed the Series 65 and the SIE exams. Ezra is also a board member for Zionist House and has a long history in the financial services industry, starting in 2001 with AXA Advisors, LLC. Ezra is approved to conduct business activity outside of the Equitable Network Crump and has a long history in the financial services industry.
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
MA
06/19/2007 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
08/12/1998 - 01/04/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 05/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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