Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mwonga is a registered representative with Equitable Advisors, LLC. Jeffrey has been in the financial industry for a short time, but has a broad range of experience in other sectors. Jeffrey is registered to provide investment advice in California. Jeffrey has Series 66 license and is specializing in Financial Planning, Pension Consulting, Portfolio Management for Individuals and Businesses, Portfolio Management for Investment Companies and Selection of Other Advisers.
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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CA
02/07/2025 - Present
Equitable Advisors, LLC (WOODLAND HILLS CA)
Active
Inactive
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