Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Diluzio is a financial advisor with Equitable Advisors, LLC. James is registered with FINRA and has been in the financial services industry since June 2024. He is licensed to offer investment advisory services and holds Series 7TO and SIE exams. James is located in Bala Cynwyd, Pennsylvania. Equitable Advisors, LLC is a registered investment advisor and brokerage firm that provides financial planning and investment management services to individuals, families, and businesses.
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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PA
06/03/2024 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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