Unclaimed
Jaxon Parker Malaby is a financial advisor registered with Equitable Advisors, LLC. Jaxon is licensed to provide financial advice in Arkansas, Florida, Kansas, Nevada, Oklahoma, South Carolina and Texas. Jaxon holds the Series 7TO, Series 63, and Series 65 licenses, as well as the SIE exam. Jaxon has been working in the financial services industry since December 2023. Prior to joining Equitable Advisors, LLC, Jaxon worked at Wells Fargo in Bartlesville, Oklahoma. Jaxon is committed to providing personalized financial advice to help 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
TX
04/09/2024 - Present
Equitable Advisors, LLC (DALLAS TX)
IA
Issued 04/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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