Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fadi? Claim Your ProfileFadi Boulos is a financial advisor with Equitable Advisors, LLC and has been in the financial services industry since 1986. Fadi is registered with the state of Illinois and has a Series 7, Series 6, Series 63, Series 65, Series 24, Series 26, Series 66, and SIE. Previously Fadi was an advisor with AXA Advisors, LLC from 1986 to 2007 and The Equitable Life Assurance Society of the United States from 1986 to 2000.
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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IL
11/22/2021 - Present
Equitable Advisors, LLC (OAK BROOK IL)
IL
09/16/1986 - 02/13/2007
AXA ADVISORS, LLC (HINSDALE IL)
NY
09/16/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/18/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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