Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Adams is a financial advisor who is registered in Texas. Jack is affiliated with Equitable Advisors, LLC and holds the Series 63, Series 7TO, and SIE licenses. Jack is currently employed at the Equitable Advisors, LLC office in CORPUS CHRISTI, Texas. Jack focuses on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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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TX
07/31/2023 - Present
Equitable Advisors, LLC (CORPUS CHRISTI TX)
BC
Issued 07/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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