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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Hartman is an investment advisor representative for Equitable Advisors, LLC. He has been in the industry since 2003 and has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. John has a strong background in the industry, having worked for several firms before joining Equitable Advisors. He is also a board member of Urban Roots Garden Coop, a non-profit organization.
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
NY
09/30/2024 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
NA
04/26/1990 - 11/17/1994
LEBENTHAL & CO., INC.
NA
05/01/1989 - 01/10/1990
MARINE MIDLAND SECURITIES, INC.
NA
01/01/1989 - 01/10/1990
MARINE MIDLAND CAPITAL MARKETS CORP.
NA
01/11/1988 - 11/22/1988
MANUFACTURERS HANOVER SECURITIES CORPORATION
NA
05/18/1981 - 04/29/1983
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 03/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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