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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony Czatkowski is an investment advisor representative at Equitable Advisors, LLC. James has been in the financial services industry since 1986 and has been registered with the Securities and Exchange Commission (SEC) since 1991. James is licensed to sell securities in 20 states. Equitable Advisors, LLC is a broker-dealer and investment advisor with a long history of providing financial services to individuals and families. The firm has been in business since 1926 and has a strong reputation for providing high-quality 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.
1
2
CT
04/28/2021 - Present
Equitable Advisors, LLC (MILFORD CT)
NY
02/26/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
11/20/1990 - 03/07/1991
F.J. GARBER & CO.
MA
09/06/1989 - 12/05/1990
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MN
09/06/1985 - 04/22/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
09/06/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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