Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Fung is an Investment Advisor Representative with Equitable Advisors, LLC. Gavin has been working in the financial services industry for over 10 years. Gavin is registered to provide investment advice in California, District of Columbia, Maryland, New York and Virginia. Gavin holds Series 7TO and Series 66 licenses, and the SIE. Gavin is also registered with FINRA and the Securities and Exchange Commission. Gavin offers financial planning, portfolio management, pension consulting, and other services to individuals, businesses, and institutions. Gavin's firm, Equitable Advisors, LLC is a subsidiary of Equitable Holdings, Inc., a Fortune 100 company. Gavin is committed to providing his clients with personalized financial advice and helping them 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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VA
04/19/2024 - Present
Equitable Advisors, LLC (FALLS CHURCH VA)
BOTH
Issued 04/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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