Unclaimed
Jacob Z. Bianculli is a registered representative with Equitable Advisors, LLC, a large financial firm based in New York. Jacob is licensed in Connecticut, New Jersey, North Carolina, and Pennsylvania and has passed both the Series 66 and the Series 7TO exams. Jacob is a financial advisor who specializes in providing financial planning, pension consulting, and educational seminars for individuals and businesses. Jacob has prior experience in the financial services industry and is committed to providing personalized financial advice.
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
MA
01/22/2025 - Present
Equitable Advisors, LLC (WELLESLEY MA)
BOTH
Issued 09/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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