Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugo? Claim Your ProfileHugo Xavier Carvajal is a financial advisor with Equitable Advisors, LLC, with over 15 years of experience in the industry. Hugo is registered to provide investment advice in 12 states and offers a range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Hugo has a strong background in the financial services industry, with previous experience at MassMutual and MML Investor Services, LLC.
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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NJ
04/29/2024 - Present
Equitable Advisors, LLC (SADDLE BROOK NJ)
NJ
01/22/2009 - 04/29/2024
MML INVESTORS SERVICES, LLC (Warren NJ)
IA
Issued 11/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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