Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Brian Verchot is a financial advisor with over 30 years of experience in the industry. J Brian Verchot is currently registered with Equitable Advisors, LLC and has been with the firm since September 1999. J Brian Verchot is also the owner of 360 PLANNING PARTNERS, LLC. J Brian Verchot holds Series 6, 7, 63, and 65 licenses, as well as the SIE designation. J Brian Verchot provides financial planning, portfolio management, and educational seminars to a variety of clients, including individuals, families, and businesses. J Brian Verchot is committed 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
AL
03/01/2024 - Present
Equitable Advisors, LLC (BIRMINGHAM AL)
NY
06/26/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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