Unclaimed
Jonah Egorov is a registered representative with Equitable Advisors, LLC. Jonah has been in the securities industry since October 2022. Jonah is licensed in California. Jonah's office is located in Fresno, CA. Jonah is a registered investment advisor representative and holds the Series 66, Series 7TO and SIE exams. Jonah has experience in real estate flipping, and has worked in various service industry jobs since 2012.
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
CA
11/09/2022 - Present
Equitable Advisors, LLC (FRESNO CA)
BOTH
Issued 11/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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